Brookwood Securities Partners, LLC

Broker-DealerFINRA MemberEst. 1993
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Beverly, Massachusetts
CRD number
35187
Registered since
December 3, 1993

Firm profile

FINTRX

Overview

Brookwood Securities Partners, LLC is organized as a limited liability company and has been registered with the SEC since 1993. The firm is owned by a combination of a domestic entity and individual owners. In the source data Brookwood is classified as "unclassified" and is not identified as a capital allocator. It does not mark itself as an active ESG investor, is not registered as a multistate adviser in the dataset, and is not listed as a pension consultant or related adviser. The dataset provides no detail on the firm’s advisory or brokerage business lines, client segments, fee schedule, or specific service offerings. There are also no disclosed affiliations or industry activities in the provided record.

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
  • Ericka Ayles

    Ericka Ayles

    Managing Director and Chief Financial OfficerCRD 6530897

  • Thomas Trkla

    Thomas Trkla

    Chairman and Chief Executive OfficerCRD 1238366

Contacts

3 of 7
  • Kristen Riordan

    Kristen Riordan

    Vice President and Corporate ControllerCRD 2409182

  • Kurt Zernich

    Kurt Zernich

    Senior AdvisorCRD 4877690

  • Marcia Strouss

    Marcia Strouss

    Managing Director, Associate General CounselCRD 1365779

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Beverly, MA

Essex

Location

Beverly, MA

Headquartered in Beverly, 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
Essex
Address
138 Conant St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth