Huntwicke Securities, LLC

Broker-DealerFINRA MemberEst. 2008
Total AUM
Advisory reps
17
Avg account
$0

Firm details

Headquarters
TOPSFIELD, Massachusetts
CRD number
146993
Registered since
October 9, 2008

Firm profile

FINTRX

Overview

Huntwicke Securities, LLC is organized as a limited liability company and has been SEC-registered since 2008. Public filings identify the owner type as a combination of a domestic entity and an individual, but provide little detail about the firm's advisory offerings, client segments, or fee arrangements. The firm is listed as "unclassified" in its public profile. Regulatory attributes reported include that Huntwicke Securities is not designated as a capital allocator, is not an active ESG investor, is not a pension consultant, and is not flagged as a related adviser. The adviser is also marked as not multi-state, although other records show multiple office locations (see Location & Offices), suggesting their registration footprint and operational presence may not align in the public dataset.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • PETER MULHOLLAND

    Chief Investment OfficerCRD 2213796

Contacts

3 of 16
  • ROGER LIBERMAN

    DirectorCRD 2172579

  • LOUIS DECARLO

    Managing DirectorCRD 2128337

  • FRANCOIS-XAVIER TERRASSE

    Managing DirectorCRD 5200434

Unlock 13 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

TOPSFIELD, MA

ESSEX

Location

TOPSFIELD, MA

Headquartered in TOPSFIELD, 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
ESSEX
Address
7 Grove St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth