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.