Charles River Brokerage, LLC
Firm details
- Headquarters
- Burlington, Massachusetts
- CRD number
- 132267
- Registered since
- November 3, 2004
Firm profile
FINTRXOverview
Charles River Brokerage, LLC is organized as a limited liability company with ownership listed as a combination of a domestic entity and an individual. Public-facing data classifies the firm as "Unclassified" and provides minimal detail on its business model, client segments, fee schedule, or advisory services. The record indicates the firm is not identified as a capital allocator, is not an active ESG investor, and is not flagged as a multi-state adviser, pension consultant, or related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 6
Terence Lavigne
DirectorCRD 4211690
Bethany Amico
ComplianceCRD 4660238
Mark Trabucco
Compliance OfficerCRD 4856280
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Burlington, MA
Middlesex
Location
Burlington, MA
Headquartered in Burlington, 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
- Middlesex
- Address
- 700 District Ave
- Time zone
- ET (UTC-5)
- Office locations
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