Courtlandt Securities Corporation

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Newport Beach, California
CRD number
137356
Registered since
February 14, 2006

Firm profile

FINTRX

Overview

Courtlandt Securities Corporation is a privately owned corporation that registered with the SEC in 2006. The ownership is listed as an individual rather than an institutional or corporate owner, and the firm is classified as unclassified in the available data. Reported attributes indicate the firm is not a capital allocator, does not identify as an active ESG investor, is not a multistate adviser, and is not positioned as a pension consultant or related adviser. Public disclosures about Courtlandt’s business lines, advisory activities, client base, and fee structure are minimal. Because those operational details are not provided, there is no clear public evidence of the firm’s client segments, target markets, or the specific services it offers (investment management, brokerage, financial planning, etc.).

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Michael Cruz

    Michael Cruz

    President, CEOCRD 2130750

  • Laura Lang

    Principal and Chief Financial OfficerCRD 2249418

Contacts

3 of 4
  • Gary Squibb

    Stock BrokerCRD 2212740

  • William Wright

    William Wright

    Business AnalystCRD 2746089

  • Matthew Finch

    Registered RepresentativeCRD 7093174

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Newport Beach, CA

Orange

Location

Newport Beach, CA

Headquartered in Newport Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
895 Dove St
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth