CCA CAPITAL LLC

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
20
Avg account
$0

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
154837
Registered since
May 23, 2011
Website
ccagp.com

Firm profile

FINTRX

Overview

CCA Capital LLC is a limited liability company that registered with the SEC in 2011. The firm is classified as an investment bank rather than a capital allocator or traditional registered investment adviser; ownership is listed as a mix of a domestic entity and an individual. The dataset indicates the firm is not flagged as an active ESG investor, is not a multi-state adviser, and is not identified as a pension consultant or related adviser. Public disclosure about the firm’s client mix, fee structure, and day-to-day advisory or business activities is minimal in the provided records.

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
  • ROBERT WILSON

    Chief Financial OfficerCRD 6465354

  • STEPHANIE PREVOST

    Chief Operating Officer & General CounselCRD 5349860

Contacts

3 of 18
  • ELAINE LEE

    Senior DirectorCRD 5193920

  • JAMESON NESERALLA

    DirectorCRD 6509577

  • Gregson Curtin

    AssociateCRD 7812442

Unlock 15 more contacts

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 Boston Pl 201 Washington St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth