Compass Securities Corporation

Broker-DealerFINRA MemberEst. 1985
Total AUM
Advisory reps
31
Avg account
$0

Firm details

Headquarters
Braintree, Massachusetts
CRD number
16168
Registered since
March 4, 1985

Firm profile

FINTRX

Overview

Compass Securities Corporation is registered as an investment bank and has been SEC-registered since 1985. FINTRX classifies the firm as a corporation owned by a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not listed as an active ESG investor. FINTRX also indicates Compass Securities Corporation does not operate as a multi-state adviser, is not a newly formed adviser, and does not act as a pension consultant or related adviser. Public filings and the provided snapshot include limited detail about the firm’s client segments, fee schedules, specific business lines, or advisory activities. That paucity of disclosure makes it difficult to characterize the firm’s target clients, product mix, or distribution model beyond the basic legal and regulatory attributes recorded in the snapshot.

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 5
  • Scott Chaisson

    Scott Chaisson

    President and CEOCRD 2353375

  • Susan Weschler

    Susan Weschler

    Chief Compliance OfficerCRD 1796103

  • Daniel Sondhelm

    Daniel Sondhelm

    CEOCRD 6950048

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Contacts

3 of 26
  • Timothy Shanahan

    Timothy Shanahan

    PresidentCRD 709231

  • Albert Vaccaro

    MarketingCRD 4373816

  • Kristen Curley

    Registered RepresentativeCRD 2073203

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Braintree, MA

Norfolk

Location

Braintree, MA

Headquartered in Braintree, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Norfolk
Address
50 Braintree Hill Office Park
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth