Easterly Securities LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
19
Avg account
$0

Firm details

Headquarters
Beverly, Massachusetts
CRD number
281103
Registered since
February 29, 2016

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Michael Montague

    Michael Montague

    Chief Operating OfficerCRD 5121305

  • Philip Juliano Jr

    Philip Juliano Jr

    Chief Executive OfficerCRD 4781008

  • Bernard Frize

    Bernard Frize

    Chief Compliance OfficerCRD 2366022

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Contacts

3 of 15
  • Paul Citarell

    Paul Citarell

    Senior Vice PresidentCRD 1935890

  • Kevin Heckman

    Kevin Heckman

    Senior Vice PresidentCRD 5587154

  • Akos Beleznay

    Head of Manager ResearchCRD 3217813

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth