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 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

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

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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