CF SECURED, LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
Advisory reps
88
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 registered with the SEC in 2017. Filings classify the firm as unclassified and identify its ownership as a domestic entity with individual ownership. The dataset flags the firm as not being a capital allocator and not an active ESG investor. It is also not listed as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. Publicly available information supplied for this profile does not include details on client segments, fee schedules, business lines, or specific advisory activities, so there is no disclosure here about target client types or service offerings beyond the registration and entity descriptors above.

Assets & Accounts

Investments & Alternatives

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

    Senior Managing Director and Chief Financial OfficerCRD 6184109

  • WILLIAM SHIELDS

    Chief Compliance OfficerCRD 2380166

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Contacts

3 of 79
  • 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