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 appears in SEC records going back to 2016. FINTRX classifies its owner type as a domestic entity and individual, and lists the firm’s regulatory/status details as unclassified. The data flags a handful of negative attributes rather than service details: the firm is not identified as a capital allocator, it does not self-report as an active ESG investor, it is not noted as a multi-state adviser, and it is not a pension consultant or related adviser. The firm has not supplied descriptive material about its advisory services, fee schedule, target client segments, or specific business activities in the provided dataset.

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

Unlock 1 more executives

Contacts

3 of 16
  • Paul Citarell

    Paul Citarell

    Senior Vice PresidentCRD 1935890

  • Kevin Heckman

    Kevin Heckman

    Senior Vice PresidentCRD 5587154

  • Akos Beleznay

    Head of Manager ResearchCRD 3217813

Unlock 13 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth