EZE Castle Transaction Services LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
—
Advisory reps
12
Avg account
$0

Firm details

Headquarters
Waltham, Massachusetts
CRD number
132246
Registered since
November 30, 2004

Firm profile

FINTRX

Overview

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

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

1 of 1
  • John Mulkern

    John Mulkern

    Chief Compliance OfficerCRD 4197230

Contacts

3 of 11
  • David Ditta

    David Ditta

    Managing DirectorCRD 3184921

  • Joseph Doherty

    Joseph Doherty

    Managing DirectorCRD 4895292

  • Victor Pelaez

    Account ManagerCRD 5157320

Unlock 8 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth