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 is listed with an owner structure described as Domestic Entity | Individual. The firm is categorized as Unclassified in the snapshot data and is not identified as a capital allocator. The available profile flags indicate it is not an active ESG investor, not a multistate adviser, not a newly formed adviser, not a pension consultant, and not a related adviser. The dataset contains no descriptive entries for business or advisory activities, so there is little public detail about the firm's client-facing services or investment specialization.
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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