Courtlandt Securities Corporation

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Newport Beach, California
CRD number
137356
Registered since
February 14, 2006

Firm profile

FINTRX

Overview

Courtlandt Securities Corporation is recorded as an individually owned corporate adviser that first registered with the SEC in 2006. Public records in the dataset are sparse: the firm is classified as unclassified and is not identified as a capital allocator. It is not flagged as an active ESG investor, is not listed as a multi-state adviser, and is not shown as a pension consultant or related adviser. The available profile does not include descriptions of advisory services, client types, or fee arrangements. The limited disclosures and the absence of reported activity in several registry fields suggest the firm either operates at a very small scale, focuses on non-advisory activities, or has not provided typical regulatory/industry reporting details to the data source.

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

2 of 2
  • Laura Lang

    Principal and Chief Financial OfficerCRD 2249418

  • Michael Cruz

    Michael Cruz

    President, CEOCRD 2130750

Contacts

3 of 4
  • Gary Squibb

    Stock BrokerCRD 2212740

  • Liam McNiff

    RealtorCRD 8162023

  • William Wright

    William Wright

    Business AnalystCRD 2746089

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Newport Beach, CA

Orange

Location

Newport Beach, CA

Headquartered in Newport Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
895 Dove St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth