Boustead Securities, LLC

Overview

Boustead Securities, LLC is organized as a limited liability company and is classified in the FINTRX snapshot as an investment bank. The firm has been SEC-registered since 2007 and is noted as being owned by a domestic entity and/or an individual rather than by a larger institutional parent. FINTRX flags it as not acting as a capital allocator and not an active ESG investor; it is also not listed as a multi-state adviser, a pension consultant, or a related adviser. The available data points to a dealer- or investment-banking orientation rather than a traditional registered investment adviser operating discretionary client portfolios. Specifics on fee schedules, client segments, or advisory service lines were not provided in the FINTRX summary.

Assets & Accounts

Location & Offices