Cabot Lodge Securities LLC
Firm details
- Headquarters
- Schaumburg, Illinois
- CRD number
- 159712
- Registered since
- August 9, 2012
- Website
- www.clsecurities.com
Firm profile
FINTRXOverview
Cabot Lodge Securities LLC is organized as a limited liability company and is classified as a conventional broker-dealer. The firm is SEC-registered (since 2012) and is owned by a domestic entity and an individual. FINTRX’s record indicates the firm is not a capital allocator, is not identified as an active ESG investor, and is not listed as a multi-state or newly formed adviser. Fields for detailed business or advisory activities are not populated in the available record.
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
3 of 10
Kim Martin
Partner & Chief Administrative OfficerCRD 1869455
Bjorn Jordan
Chief Compliance OfficerCRD 4366435
Craig Johnson
CEOCRD 1964332
Contacts
3 of 106George Burmann
BrokerCRD 1240237
Josh Renda
Senior Family Office AdvisorCRD 3128527
Michael Chircop
Registered RepresentativeCRD 2487100
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Schaumburg, IL
Cook
Location
Schaumburg, IL
Headquartered in Schaumburg, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 425 N Martingale Rd
- Time zone
- CT (UTC-6)
- Office locations
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