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 an SEC-registered corporate broker-dealer that has been registered since 2006. The firm is individually owned and is categorized as unclassified in the snapshot data. The public record from the source provides limited operational detail: Courtlandt is not listed as a capital allocator, is not identified as an active ESG investor, and is not flagged as a multi-state or newly formed adviser. The dataset does not include descriptions of the firm’s advisory or other business activities.

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