EZE Castle Transaction Services LLC

Broker-DealerFINRA Member
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 with ownership listed as a combination of a domestic entity and an individual. Public records classify the firm as "Unclassified" and provide only minimal operational detail. Available data indicate the firm does not act as a capital allocator and does not identify as an active ESG investor. It is not listed as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. Information on client mix, fee schedules, specific business or advisory activities, and investment focus is not provided in the source material.

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

FINTRX

Contacts

FINTRX

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth