CFS Securities, Inc.

Broker-DealerFINRA MemberEst. 1998
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Shelton, Connecticut
CRD number
46201
Registered since
December 23, 1998

Firm profile

FINTRX

Overview

CFS Securities, Inc. is organized as a corporation and has been SEC-registered since 1998. Ownership is listed as individual. The firm’s public profile in this dataset is sparse: it is classified as unclassified, is not identified as a capital allocator, and is not flagged as an active ESG investor, multi-state adviser, newly formed adviser, pension consultant, or related adviser. The firm did not provide descriptions of its business activities, advisory services, investment focus, or affiliations in the supplied data.

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

Contacts

3 of 3
  • Michael Butler

    Michael Butler

    PresidentCRD 6318239

  • Thomas Kerney

    Thomas Kerney

    Director, Compliance ServicesCRD 5581521

  • Steven Butler

    Steven Butler

    Vice PresidentCRD 7410569

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth