CF Secured, LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
Advisory reps
87
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
285841
Registered since
May 16, 2017

Firm profile

FINTRX

Overview

CF Secured, LLC is organized as a limited liability company and is SEC-registered since 2017. The firm's ownership is recorded as a mix of a domestic entity and an individual. Data classifies the firm as "unclassified" and flags it as not acting as a capital allocator. It is not identified as an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. Regulatory and profile fields provided are sparse: there is no stated client segmentation, fee schedule, or detailed advisory activities in the available record.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 9
  • Kenneth Paulson

    CFOCRD 2862259

  • Danny Salinas

    Danny Salinas

    Senior Managing Director and Chief Financial OfficerCRD 6184109

  • William Shields

    William Shields

    Chief Compliance OfficerCRD 2380166

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Contacts

3 of 78
  • Grant Cotugno

    Grant Cotugno

    Margin AnalystCRD 7789911

  • Anthony Demonte

    Managing DirectorCRD 2807516

  • Maria Carluccio

    Senior Vice PresidentCRD 4961589

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, 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
New York
Address
110 E 59th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth