Cavu Securities LLC
Firm details
- Headquarters
- Red Bank, New Jersey
- CRD number
- 6906
- Registered since
- August 22, 1975
- Website
- cavusecurities.com
Firm profile
FINTRXOverview
Cavu Securities LLC is organized as a limited liability company and is recorded as an SEC-registered adviser with a registration year of 1975. Ownership is indicated as a combination of a domestic entity and an individual. The firm is categorized as unclassified in the available dataset and is not identified as a capital allocator. The dataset flags several operational characteristics: Cavu Securities is not listed as an active ESG investor, is not a multistate adviser, and is not a pension consultant or related adviser. The firm has provided minimal detail on its client segments, fee arrangements, investment mandates, or specific advisory activities in the source material.
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 4
Gregory Parsons
CEOCRD 3148868
Nicolas Medina
Chief Compliance OfficerCRD 2413385
Lewis Goldman
Founder & Chief Executive OfficerCRD 1357745
Contacts
3 of 16James Hobgood
WholesalerCRD 4870897
Karl Lohwater
Operations PrincipalCRD 2684561

Timothy Mullaney
President and FounderCRD 1897849
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Red Bank, NJ
Monmouth
Location
Red Bank, NJ
Headquartered in Red Bank, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Monmouth
- Address
- 331 Newman Springs Rd
- Time zone
- ET (UTC-5)
- Office locations
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