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 and has been registered with the SEC since 1970. Publicly available records in this dataset classify the firm as "Unclassified" and list the owner type as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator, and the profile indicates it is not an active ESG investor. The dataset does not include detail on the firm’s client segments, advisory or business activities, fee schedules, or investment mandates. Other administrative flags show the firm is not described as a multi-state adviser, not newly formed, not a pension consultant, and not registered as a related adviser.
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 34
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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