Back Bay Life Science Advisory, LLC

Broker-DealerFINRA MemberEst. 2012
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
158846
Registered since
August 8, 2012

Firm profile

FINTRX

Overview

Back Bay Life Science Advisory, LLC is organized as a limited liability company and is SEC-registered (registration recorded in 2012). Public filings list the firm’s owner type as a domestic entity and individual, but the firm is otherwise classified as unclassified in the dataset. The record indicates the firm does not act as a capital allocator and is not identified as an active ESG investor, multi-state adviser, pension consultant, related adviser, or a newly formed adviser. FINTRX did not supply details about the firm’s advisory services, client segments, or investment strategy.

Assets & Accounts

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

1 of 1
  • Jonathan Gertler

    Jonathan Gertler

    Co-Founder, CEO, Managing PartnerCRD 4439498

Contacts

3 of 3
  • Vasilios Kofitsas

    Vasilios Kofitsas

    Partner, Managing DirectorCRD 3016342

  • Peter Flynn

    FinOpCRD 2655124

  • Gregory Benning

    Gregory Benning

    Partner, Managing DirectorCRD 2503617

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, 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
Suffolk
Address
545 Boylston St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth