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 and is registered with the SEC since 2004. FINTRX classifies ownership as a domestic entity and individual ownership structure and lists the firm's classification as unclassified. The record indicates the firm is not designated as a capital allocator and it does not flag the firm as an active ESG investor. Additional operational flags show it is not a multi-state adviser, not newly formed, not a pension consultant, and not recorded as a related adviser. No further details about the firm's advisory services, investment mandates, fee schedule, or client segments are included in the available FINTRX entry.
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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