CJS Securities, Inc.

Broker-DealerFINRA MemberEst. 1998
Total AUM
Advisory reps
14
Avg account
$0

Firm details

Headquarters
White Plains, New York
CRD number
44823
Registered since
July 8, 1998

Firm profile

FINTRX

Overview

CJS Securities, Inc. is organized as a corporation and is classified in the source data as an investment bank. The firm has been SEC-registered since 1998 and is identified as individually owned. Several firm-level flags are negative: it is not listed as a capital allocator, is not identified as an active ESG investor, is not a multi-state adviser, is not a newly formed adviser, is not a pension consultant, and is not flagged as a related adviser. The firm did not provide detail under business activities, advisory activities, or affiliations in the available record. Taken together with the classification and the absence of advisory activity, the available data point toward operating in an investment-banking or broker-related capacity rather than as an asset-management platform that actively allocates client capital.

Assets & Accounts

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 14
  • William Gildea

    William Gildea

    Registered RepresentativeCRD 7803912

  • Ross Klinger

    Ross Klinger

    Senior TraderCRD 3084060

  • Lee Jagoda

    Lee Jagoda

    Senior Managing DirectorCRD 4986879

Unlock 11 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

White Plains, NY

Westchester

Location

White Plains, NY

Headquartered in White Plains, 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
Westchester
Address
50 Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth