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. Ownership is listed as a combination of a domestic entity and an individual. The firm is classified as unclassified in the available records and is not identified as a capital allocator. Regulatory and activity flags in the source indicate EZE Castle Transaction Services LLC is not a multi-state adviser, not a newly formed adviser, not an active ESG investor, not a pension consultant, and is not designated as a related adviser. The dataset does not supply descriptions of advisory activities, business lines, or client segments.
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 1JOHN MULKERN
Chief Compliance OfficerCRD 4197230
Contacts
3 of 11Justin Parker
Associate DirectorCRD 6744216
MICHAEL FINER
Associate DirectorCRD 5749624
BRENNAN CASEY
Associate DirectorCRD 5632041
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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