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. FINTRX classifies the firm as unclassified and records ownership as a combination of a domestic entity and an individual. The firm's profile does not include descriptions of advisory mandates, client segments, or specific business activities. Available data indicates EZE Castle Transaction Services LLC does not operate as a capital allocator and is not identified as an active ESG investor, a multistate adviser, a pension consultant, or a related adviser. FINTRX does not list additional investment positioning, target markets, or stated investment preferences for the firm.
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
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