CHESTNUT PARTNERS, INC.

Broker-DealerFINRA MemberEst. 1995
Total AUM
Advisory reps
16
Avg account
$0

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
38387
Registered since
December 13, 1995

Firm profile

FINTRX

Overview

Chestnut Partners, Inc. is a corporate entity that has been SEC-registered since 1995 and is classified in the data as an investment bank. Ownership is held by an individual rather than a corporate parent or partnership. The firm is not identified as a capital allocator and does not report active engagement with ESG investing. Other indicated regulatory/operational attributes include that it is not a multi-state adviser, not newly formed, and does not present itself as a pension consultant or related adviser. The source material does not provide descriptions of specific advisory services, client segments, or product lines. The firm's public profile in the available dataset is limited to high-level regulatory and classification details rather than an operational or investment focus.

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

Contacts

3 of 16
  • Brandon Sepe

    Senior AnalystCRD 7828236

  • Jack Moore

    AnalystCRD 8130211

  • Hope Shue

    AnalystCRD 8130180

Unlock 13 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 Financial Ctr
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth