EZE Castle Transaction Services LLC
Firm details
- Headquarters
- Waltham, Massachusetts
- CRD number
- 132246
- Registered since
- November 30, 2004
Firm profile
FINTRXOverview
EZE Castle Transaction Services LLC is organized as a limited liability company and has been SEC-registered since 2004. The firm's ownership is recorded as both a domestic entity and an individual, and it is listed as unclassified within the dataset. The profile indicates the firm does not act as a capital allocator and does not identify as an active ESG investor. It is not registered as a multi-state adviser and is not described as a pension consultant or a related adviser.
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
1 of 1
John Mulkern
Chief Compliance OfficerCRD 4197230
Contacts
3 of 11
David Ditta
Managing DirectorCRD 3184921
Joseph Doherty
Managing DirectorCRD 4895292
Victor Pelaez
Account ManagerCRD 5157320
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Waltham, MA
Middlesex
Location
Waltham, MA
Headquartered in Waltham, 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
- Middlesex
- Address
- 500 Totten Pond Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Commonwealth Financial Network
Broker-DealerWaltham, MA
Clarendon Insurance Agency, Inc.
Broker-DealerWaltham, MA
Shields & Company, Inc.
Broker-DealerWaltham, MA
Sun Life Institutional Distributors (U.S) LLC
Broker-DealerWellesley, MA
Chestnut Partners, Inc.
Broker-DealerBoston, MA
Eaton Vance Distributors, Inc.
Broker-DealerBoston, MA