Commongood Securities LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Winter Park, Florida
CRD number
289317
Registered since
February 12, 2018

Firm profile

FINTRX

Overview

Commongood Securities LLC is organized as a limited liability company and registered with the SEC in 2018. Ownership is listed as a combination of a domestic entity and an individual. The firm is classified as "unclassified" in the source record. The record flags several operational attributes: Commongood Securities is not designated as a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, is not newly formed, and is not listed as a pension consultant or related adviser. The source provides no detail about its advisory activities, fee schedules, or client segments.

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 3
  • Jeffrey Shafer

    Jeffrey Shafer

    Co-FounderCRD 2785447

  • Stephen Hester

    Stephen Hester

    Vice PresidentCRD 5542603

  • Anna Cross

    Anna Cross

    AccountantCRD 5894013

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Winter Park, FL

Orange

Location

Winter Park, FL

Headquartered in Winter Park, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
Orange
Address
181 W Stovin Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth