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FIRM PROFILE
Overview
COURTLANDT SECURITIES CORPORATION is located at 895 Dove Street 3rd Floor, Newport Beach, CA 92660 and was first established at Los Angeles, California in 06/07/2005. After operating for 20 years, COURTLANDT SECURITIES CORPORATION has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of COURTLANDT SECURITIES CORPORATION’s clients are individuals and 0% of their clients are high net worth individuals. COURTLANDT SECURITIES CORPORATION has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at COURTLANDT SECURITIES CORPORATION are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access COURTLANDT SECURITIES CORPORATION‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at COURTLANDT SECURITIES CORPORATION. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for COURTLANDT SECURITIES CORPORATION Comes From
Understanding the Statistics for COURTLANDT SECURITIES CORPORATION and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
895 Dove Street 3rd Floor, Newport Beach, CA 92660
P.o. Box 11929, Newport Beach, CA 92658
Small
(800) 994-7094
California since 06/07/2005
Corporation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
How Do I Determine Which Firm to Work With?
Advisor's working at COURTLANDT SECURITIES CORPORATION
Gary William Squibb
Laura Lang
Michael Lawrence Cruz
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