Cabot Lodge Securities logo

Cabot Lodge Securities Employee Directory

Financial ServicesNew York, United States11-50 Employees

Cabot Lodge Securities, LLC operates as a mid-sized financial services firm based in New York City, supported by a nationwide network of representatives and affiliated offices. It offers wealth management and access to a wide array of investment products designed to address varied client objectives.

The product menu includes traditional equities and fixed income, mutual funds, ETFs, insurance offerings, REITs, real estate and 1031 tax-deferred exchange strategies, retirement planning, and investment banking. Its client base is described as diverse, reflecting a range of financial needs that benefit from a breadth of services. Industry coverage notes that Cabot Lodge Securities was acquired by Wentworth in December 2017, indicating a change in ownership in the recent history of the firm.

Find Cabot Lodge Securities employees' phone numbers or email addresses

Cabot Lodge Securities Global Highlights

Location
Employees

North America
59

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  • United States Of America
    59

Cabot Lodge Securities's Leadership

  • Stylized image of a person
    P. S.
    Chief Executive Officer And President
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  • Stylized image of a person
    E. F.
    Chief Operating Officer
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  • Stylized image of a person
    R. L.
    President
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  • Stylized image of a person
    B. G.
    Current Owner And Advisor Received
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  • Stylized image of a person
    B. E.
    Principal
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  • Stylized image of a person
    G. R.
    Quality Assurance
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  • Stylized image of a person
    T. M.
    Investment Banking And Wealth Management
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Cabot Lodge Securities Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Entrepreneurship
  • Accounting
  • Administrative
  • Other

Contact profiles from Cabot Lodge Securities

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. G.
    Current Owner And Advisor Received
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    E. F.
    Chief Operating Officer
    Phone icon
    Oct 03, 2025
  • Stylized image of a person
    P. S.
    Chief Executive Officer And President
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    Oct 18, 2024
  • Stylized image of a person
    R. L.
    President
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    Sep 09, 2025
  • Stylized image of a person
    B. E.
    Principal
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    Sep 22, 2025
  • Stylized image of a person
    G. R.
    Quality Assurance
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    T. M.
    Investment Banking And Wealth Management
    Phone icon
    Oct 21, 2024

Frequently Asked Questions

What is Cabot Lodge Securities known for?

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Cabot Lodge Securities was founded in 2011 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Cabot Lodge Securities's company overview page for more information.

What is Cabot Lodge Securities's most common email format?

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Cabot Lodge Securities employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cabot Lodge Securities email formats with LeadIQ.

How many employees does Cabot Lodge Securities have currently?

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Cabot Lodge Securities has approximately 38 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Cabot Lodge Securities's key employees and leadership?

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As of July 2026, Cabot Lodge Securities's key employees include:

  • Chief Executive Officer And President: P. S.
  • Chief Operating Officer: E. F.
  • President: R. L.
  • Current Owner And Advisor Received: B. G.
  • Principal: B. E.

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