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. FINTRX classifies the firm as "Unclassified" and notes individual ownership. The profile on file does not list advisory activities, fee schedules, or a defined client base, and the firm is not identified as a capital allocator. FINTRX flags several operational attributes: the firm is not recorded as an active ESG investor, is not a multi-state adviser, is not newly formed, and is not a pension consultant or related adviser. The available record contains minimal disclosure about business lines or investment focus, so public-facing details about how the firm positions itself with clients or what services it emphasizes are limited.

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