Courtlandt Securities Corporation
Firm details
- Headquarters
- Newport Beach, California
- CRD number
- 137356
- Registered since
- February 14, 2006
- Website
- www.courtlandtgroup.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Michael Cruz
President, CEOCRD 2130750
Laura Lang
Principal and Chief Financial OfficerCRD 2249418
Contacts
3 of 4Gary Squibb
Stock BrokerCRD 2212740
William Wright
Business AnalystCRD 2746089
Matthew Finch
Registered RepresentativeCRD 7093174
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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