Brookwood Securities Partners, LLC
Firm details
- Headquarters
- Beverly, Massachusetts
- CRD number
- 35187
- Registered since
- December 3, 1993
- Website
- www.brookwoodfinancial.com
Firm profile
FINTRXOverview
Brookwood Securities Partners, LLC is organized as a limited liability company and is registered as a placement agent. The firm’s registration dates back to 1993. Ownership is indicated as a domestic entity and individual combination. Brookwood does not identify itself as a capital allocator and is not flagged as an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. As a placement agent, the firm’s role is intermediary-focused rather than portfolio management—facilitating capital raises for sponsors or issuers rather than serving as a discretionary asset manager for end clients. The firm did not provide additional detail on advisory services, fee schedules, or client segments.
Assets & Accounts
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
Thomas Trkla
Chairman and Chief Executive OfficerCRD 1238366

Ericka Ayles
Senior Managing Director and Chief Financial OfficerCRD 6530897
Contacts
3 of 7
Philip Dicarlo
Managing DirectorCRD 1208948
Marcia Strouss
Managing Director, Associate General CounselCRD 1365779

Bradley Root
Managing DirectorCRD 2185648
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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