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 organized as a corporation and is classified in the record as an investment bank. The firm has been SEC-registered since 1985. Ownership is listed as a combination of a domestic entity and an individual. The profile indicates the firm does not act as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser.

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
  • Daniel Sondhelm

    Daniel Sondhelm

    CEOCRD 6950048

  • Seth Chadwick

    Seth Chadwick

    Chief Investment OfficerCRD 3152006

  • Stacy Gudim

    Stacy Gudim

    Founder & CEOCRD 3160062

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Contacts

3 of 26
  • Timothy Shanahan

    Timothy Shanahan

    PresidentCRD 709231

  • Tyler Chaisson

    Tyler Chaisson

    Investment AdvisorCRD 6965271

  • Louis Toscani

    Louis Toscani

    FounderCRD 7820071

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Wealth teams

FINTRX

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

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