COMMONFUND SECURITIES, INC.

Broker-DealerFINRA MemberEst. 1997
Total AUM
Advisory reps
37
Avg account
$0

Firm details

Headquarters
NORWALK, Connecticut
CRD number
43541
Registered since
September 18, 1997

Firm profile

FINTRX

Overview

Commonfund Securities, Inc. is listed in FINTRX as a corporation that has been SEC-registered since 1997. The dataset records the firm as owned by a domestic entity and an individual and classifies it as unclassified. Available fields indicate the firm is not marked as a capital allocator, is not identified as an active ESG investor, and is not a multi-state or newly formed adviser. Other business and advisory activity details were not provided in the record.

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

Owners & executives

3 of 6
  • MARK HOEING

    President and CEOCRD 4950015

  • DANA MOREAU

    Chief Operating Officer & Chief Financial OfficerCRD 5870902

  • TIMOTHY YATES

    President and CEOCRD 4610556

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Contacts

3 of 31
  • STEPHEN TALBOT

    DirectorCRD 5977797

  • Daniel Connell

    DirectorCRD 6632120

  • ILANA ROTH ESCANDON

    SalesCRD 4281138

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NORWALK, CT

FAIRFIELD

Location

NORWALK, CT

Headquartered in NORWALK, 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
601 Merritt 7
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth