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 organized as a corporation and has been SEC-registered since 2006. Ownership is listed as individual-held and the firm appears to have a limited public profile: it is not designated as a capital allocator, is not identified as an active ESG investor, and is not reported as a multi-state or newly formed adviser. There are no publicly reported related advisers or pension consulting activities tied to the entity. Public disclosures in the source are sparse: fields for client base, fee structure, business activities and advisory services are blank. That suggests Courtlandt Securities operates with a low level of information available to third‑party databases, which limits what can be reliably said about its service model or target clients.

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

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Recent M&A activity

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Recent filings

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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