Courtlandt Securities Corporation

Broker-DealerFINRA Member
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 a privately held corporate entity with individual ownership. Publicly available profile fields show the firm as unclassified and do not list specific advisory activities, fee arrangements, or a stated client base. The snapshot data flags that the firm does not serve as a capital allocator, does not identify as an active ESG investor, and is not described as a multi-state adviser or pension consultant. Beyond those metadata points, there are no disclosed investment strategies, product lines, or staffing and affiliation details in the source data.

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
  • Michael Cruz

    Michael Cruz

    President, CEOCRD 2130750

  • Laura Lang

    Principal and Chief Financial OfficerCRD 2249418

Contacts

3 of 4
  • Gary Squibb

    Stock BrokerCRD 2212740

  • William Wright

    William Wright

    Business AnalystCRD 2746089

  • Matthew Finch

    Registered RepresentativeCRD 7093174

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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