Easterly Securities LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
20
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 listed as SEC-registered since 2016. Public data classifies the firm as unclassified and indicates ownership includes both a domestic entity and an individual. The firm is not identified as a capital allocator, is not flagged as an active ESG investor, and is not designated a pension consultant or related adviser. It is also not recorded as a multi-state adviser. Available disclosures do not describe the firm’s advisory offerings, target client segments, or specific investment mandates.

Assets & Accounts

Location & Offices

Investment profile

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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

  • Bernard Frize

    Bernard Frize

    Chief Compliance OfficerCRD 2366022

  • Philip Juliano Jr

    Philip Juliano Jr

    Chief Executive OfficerCRD 4781008

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Contacts

3 of 16
  • Jose Cervantes

    Jose Cervantes

    Senior Vice PresidentCRD 4122167

  • Pejmon Zokaei

    Pejmon Zokaei

    Senior Vice PresidentCRD 6237773

  • Kevin Heckman

    Kevin Heckman

    Senior Vice PresidentCRD 5587154

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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