CF Secured, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
107
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 owned by a mix of a domestic entity and an individual. Publicly reported classification for the firm is listed as unclassified. Available disclosures indicate the firm does not operate as a capital allocator, does not describe itself as an active ESG investor, and is not designated as a pension consultant or related adviser. Regulatory and operational fields that are commonly reported for wealth managers — such as fee schedules, client mix, business activities and advisory services — are not detailed in the source data. The firm is not identified as a multi-state adviser and is not flagged as newly formed.

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

  • William Shields

    William Shields

    Chief Compliance OfficerCRD 2380166

  • David Jones

    David Jones

    Group Chief Risk OfficerCRD 2899921

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Contacts

3 of 98
  • Nicholas Russo

    Nicholas Russo

    DirectorCRD 5042069

  • Thomas Anzalone

    Thomas Anzalone

    Senior Managing DirectorCRD 1161513

  • Anthony Manzo

    Anthony Manzo

    SVPCRD 1730936

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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