Courtlandt Securities Corporation
Firm details
- Headquarters
- Newport Beach, California
- CRD number
- 137356
- Registered since
- February 14, 2006
- Website
- www.courtlandtgroup.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Michael Cruz
President, CEOCRD 2130750
Laura Lang
Principal and Chief Financial OfficerCRD 2249418
Contacts
3 of 4Gary Squibb
Stock BrokerCRD 2212740
William Wright
Business AnalystCRD 2746089
Matthew Finch
Registered RepresentativeCRD 7093174
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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