Cabot Lodge Securities LLC

Broker-DealerFINRA MemberEst. 2012
Total AUM
Advisory reps
115
Avg account
$0

Firm details

Headquarters
Schaumburg, Illinois
CRD number
159712
Registered since
August 9, 2012

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 9
  • Bjorn Jordan

    Bjorn Jordan

    Chief Compliance OfficerCRD 4366435

  • Elisabeth Davis

    Elisabeth Davis

    Partner, CFOCRD 3273828

  • Elana Feigenblatt

    Chief Operations OfficerCRD 4880188

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Contacts

3 of 106
  • David Winfrey

    David Winfrey

    Registered RepresentativeCRD 5807492

  • John Doiron

    Financial AdvisorCRD 5305305

  • Shannon Shehorn

    Investment Advisor RepresentativeCRD 4302650

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth