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 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
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 2Laura Lang
Principal and Chief Financial OfficerCRD 2249418

Michael Cruz
President, CEOCRD 2130750
Contacts
3 of 4Gary Squibb
Stock BrokerCRD 2212740
Liam McNiff
RealtorCRD 8162023
William Wright
Business AnalystCRD 2746089
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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