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 a limited liability company that operates as a conventional broker-dealer. The firm is SEC-registered (initial registration in 2012) and is owned as a domestic entity/individual. FINTRX classifies the organization as a broker-dealer rather than an asset manager or wealth advisory firm: it is not listed as a capital allocator, not a multi-state adviser, and not identified as a pension consultant or related adviser. The available records do not describe advisory programs, managed-product platforms, or specific business lines, and the firm is not identified as an active ESG investor. The absence of adviser-related designations suggests Cabot Lodge Securities focuses on brokerage services and transactional support rather than running discretionary asset-management mandates.
Assets & Accounts
Investments & Alternatives
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 9
Bjorn Jordan
Chief Compliance OfficerCRD 4366435

Elisabeth Davis
Partner, CFOCRD 3273828
Elana Feigenblatt
Chief Operations OfficerCRD 4880188
Contacts
3 of 106
David Winfrey
Registered RepresentativeCRD 5807492
John Doiron
Financial AdvisorCRD 5305305
Shannon Shehorn
Investment Advisor RepresentativeCRD 4302650
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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