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 a corporation registered with the SEC since 1997. The company is listed in source records as owned by a domestic entity and/or individual and is categorized there as "Unclassified." The firm is not identified in the data as a capital allocator. Available filings and the FINTRX snapshot do not include descriptions of the firm’s business activities, advisory services, fee schedules, or client segments. The profile notes that Commonfund Securities, Inc. is not flagged as an active ESG investor, is not a multi-state adviser, is not newly formed, and is not designated as a pension consultant or related adviser.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 6
  • Mark Hoeing

    Mark Hoeing

    President and CEOCRD 4950015

  • Dana Moreau

    Dana Moreau

    Chief Operating Officer & Chief Financial OfficerCRD 5870902

  • Timothy Yates

    Timothy Yates

    President and CEOCRD 4610556

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Contacts

3 of 31
  • Stephen Talbot

    Stephen Talbot

    DirectorCRD 5977797

  • Daniel Connell

    Daniel Connell

    Managing DirectorCRD 6632120

  • Ilana Roth Escandon

    Ilana Roth Escandon

    SalesCRD 4281138

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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