Boston Partners Securities, L.L.C.

Broker-DealerFINRA MemberEst. 1970
Total AUM
Advisory reps
36
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
2998
Registered since
April 1, 1970

Firm profile

FINTRX

Overview

Boston Partners Securities, L.L.C. is organized as a limited liability company and has been SEC-registered since 1970. The ownership structure is recorded as a combination of a domestic entity and an individual. The firm is classified as "Unclassified" in the available record and does not appear to act as a capital allocator. FINTRX flags it as not actively engaging in ESG investing and not designated as a multistate adviser; it is also not listed as a pension consultant, related adviser, or newly formed adviser. The firm has provided little public detail about its advisory or business activities in the source data.

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
  • Davis Clayson

    Davis Clayson

    Chief Revenue OfficerCRD 2072297

  • Michael Kimball

    CFOCRD 5590417

Contacts

3 of 34
  • Douglas Rossi

    Douglas Rossi

    Client Service AssociateCRD 6666209

  • Jacqueline Kelliher

    Jacqueline Kelliher

    Relationship ManagerCRD 6572069

  • Samuel Lieberman

    Samuel Lieberman

    Client AdvisorCRD 1942533

Unlock 31 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth