Easterly Securities LLC
Firm details
- Headquarters
- Beverly, Massachusetts
- CRD number
- 281103
- Registered since
- February 29, 2016
- Website
- www.easterlyam.com
Firm profile
FINTRXOverview
Easterly Securities LLC is organized as a limited liability company and appears in SEC records going back to 2016. FINTRX classifies its owner type as a domestic entity and individual, and lists the firm’s regulatory/status details as unclassified. The data flags a handful of negative attributes rather than service details: the firm is not identified as a capital allocator, it does not self-report as an active ESG investor, it is not noted as a multi-state adviser, and it is not a pension consultant or related adviser. The firm has not supplied descriptive material about its advisory services, fee schedule, target client segments, or specific business activities in the provided dataset.
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
Owners & executives
3 of 4
Michael Montague
Chief Operating OfficerCRD 5121305

Philip Juliano Jr
Chief Executive OfficerCRD 4781008
Bernard Frize
Chief Compliance OfficerCRD 2366022
Contacts
3 of 16
Paul Citarell
Senior Vice PresidentCRD 1935890

Kevin Heckman
Senior Vice PresidentCRD 5587154
Akos Beleznay
Head of Manager ResearchCRD 3217813
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Beverly, MA
Essex
Location
Beverly, MA
Headquartered in Beverly, 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
- Essex
- Address
- 138 Conant St
- Time zone
- ET (UTC-5)
- Office locations
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