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 is registered with the SEC (registration year: 2016). Ownership is listed as a combination of a domestic entity and an individual; the firm's regulatory classification is recorded as unclassified. The dataset does not provide detail on advisory mandates, fee arrangements, or the firm’s client segments. The firm is not identified as a capital allocator and is flagged as not being an active ESG investor. It is not listed as a multi-state adviser, and the record indicates it is not a pension consultant or a related adviser. The profile contains no additional disclosures about business lines, affiliations, or investment preferences.
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 15
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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