Brattle Advisors LLC

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
153875
Registered since
April 4, 2011

Firm profile

FINTRX

Overview

Brattle Advisors LLC is a limited liability company that has been SEC-registered since 2011. FINTRX classifies the firm as a placement agent and lists the owner type as an individual. The firm does not act as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser in the available dataset. The firm’s public filings and the provided snapshot emphasize intermediary placement activity rather than operating as a traditional asset manager.

Assets & Accounts

Investments & Alternatives

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

Contacts

2 of 2
  • Kathleen Camisa

    FinOpCRD 3239619

  • Arthur Chamian

    Arthur Chamian

    Managing PrincipalCRD 4380138

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
53 State Streeet
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth