Compass Securities Corporation
Firm details
- Headquarters
- Braintree, Massachusetts
- CRD number
- 16168
- Registered since
- March 4, 1985
- Website
- compasssecurities.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 5
Scott Chaisson
President and CEOCRD 2353375

Susan Weschler
Chief Compliance OfficerCRD 1796103

Daniel Sondhelm
CEOCRD 6950048
Contacts
3 of 26
Timothy Shanahan
PresidentCRD 709231
Albert Vaccaro
MarketingCRD 4373816
Kristen Curley
Registered RepresentativeCRD 2073203
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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