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 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
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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