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 to operate under a domestic ownership structure that includes both an entity and an individual owner. FINTRX classifies the firm as unclassified within its taxonomy. Available profile fields indicate the firm does not position itself as a capital allocator and is not identified as an active ESG investor. Other operational flags show it is not listed as a multi-state adviser, not newly formed, and not identified as a pension consultant or related adviser. Publicly available detail on the firm's client segments, advisory lines, and specific business activities is limited, so there is little visibility into whether it focuses on wealth management, broker-dealer services, or other advisory models.
Assets & Accounts
Investments & Alternatives
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
Team CFOCRD 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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