Boston Partners Securities, L.L.C.
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 2998
- Registered since
- April 1, 1970
- Website
- www.boston-partners.com
Firm profile
FINTRXOverview
Boston Partners Securities, L.L.C. is organized as a limited liability company with ownership attributed to both a domestic entity and an individual. The firm's profile in the dataset is categorized as "Unclassified," and it is not listed as a capital allocator. The snapshot flags several operational characteristics: it is not identified as an active ESG investor, not set up as a multi-state adviser, not newly formed, and it is not described as a pension consultant or as a related adviser. Public-facing details about the firm's advisory scope are sparse in the source data. Key items such as stated business activities, advisory services, client segments, and fee structure are not supplied in the dataset, so the firm's target client types and service model cannot be confirmed from this record.
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 2
Davis Clayson
Chief Revenue OfficerCRD 2072297
Michael Kimball
CFOCRD 5590417
Contacts
3 of 35
Douglas Rossi
Client Service AssociateCRD 6666209

Jacqueline Kelliher
Relationship ManagerCRD 6572069

Samuel Lieberman
Client AdvisorCRD 1942533
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 1 Beacon St
- Time zone
- ET (UTC-5)
- Office locations
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