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 organized as a limited liability company and is recorded as having SEC registration in 2011. The firm is classified in the dataset as an investment bank. Ownership is noted as a combination of a domestic entity and an individual. The record flags the firm as not acting as a capital allocator and not participating as an active ESG investor; it is also not identified as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser.

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

Owners & executives

2 of 2
  • Robert Wilson

    Robert Wilson

    Chief Financial OfficerCRD 6465354

  • Stephanie Prevost

    Stephanie Prevost

    Chief Operating Officer & General CounselCRD 5349860

Contacts

3 of 18
  • Elaine Lee

    Senior DirectorCRD 5193920

  • Jameson Neseralla

    Jameson Neseralla

    DirectorCRD 6509577

  • Gregson Curtin

    Gregson Curtin

    AssociateCRD 7812442

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Wealth teams

FINTRX

Newly hired reps

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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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