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 has been SEC-registered since 2016. FINTRX classifies the firm as unclassified and lists its owner type as a combination of a domestic entity and an individual. The profile indicates the firm does not act as a capital allocator and is not identified as an active ESG investor, a pension consultant, a related adviser, or a newly formed adviser. FINTRX does not provide descriptive details on the firm's client base, fee structure, specific business activities, or the advisory services it offers. That lack of operating detail in the record makes it difficult to characterize the firm's client focus or service model from the available data alone.
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
Bernard Frize
Chief Compliance OfficerCRD 2366022

Philip Juliano Jr
Chief Executive OfficerCRD 4781008
Contacts
3 of 16
Jose Cervantes
Senior Vice PresidentCRD 4122167

Pejmon Zokaei
Senior Vice PresidentCRD 6237773

Kevin Heckman
Senior Vice PresidentCRD 5587154
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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