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 a limited liability company that registered with the SEC in 2004. FINTRX classifies the firm as unclassified and lists the owner type as a combination of a domestic entity and an individual. The dataset indicates the firm is not a capital allocator, is not an active ESG investor, and does not operate as a multistate or newly formed adviser. There is no descriptive material in the source about advisory activities, fee structure, or specific business lines; the limited attributes reported suggest the entity is not primarily operating as a discretionary asset manager.
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
Justin 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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