CFS SECURITIES, INC.
Firm details
- Headquarters
- SHELTON, Connecticut
- CRD number
- 46201
- Registered since
- December 23, 1998
Firm profile
FINTRXOverview
CFS Securities, Inc. is organized as a corporation and has been SEC-registered since 1998. The firm is owned by an individual and is listed with an "unclassified" designation in the available records. The publicly reported profile contains few specifics about its advisory or business activities; details on fee schedules, client segments, or portfolio construction were not disclosed in the material provided. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. Records also indicate it is not a multi-state adviser, is not newly formed, and does not serve as a pension consultant or related adviser.
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
Contacts
3 of 3MICHAEL BUTLER
PresidentCRD 6318239
THOMAS KERNEY
Director, Compliance ServicesCRD 5581521
Steven Butler
Vice PresidentCRD 7410569
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SHELTON, CT
FAIRFIELD
Location
SHELTON, CT
Headquartered in SHELTON, CT, 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
- FAIRFIELD
- Address
- 1000 Bridgeport Ave
- Time zone
- ET (UTC-5)
- Office locations
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