Back Bay Life Science Advisory, LLC

Broker-DealerFINRA Member
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 listed as a placement agent. Ownership is reported as a mix of a domestic entity and an individual. The firm is not a capital allocator and does not identify as an active ESG investor. It is not registered as a multi-state adviser, is not described as a pension consultant, and has no related adviser relationships noted in the available record. The public record provides minimal operational detail: there are no listed advisory activities, fee structures, or client-base descriptions. That profile is consistent with a firm whose primary role is intermediary placement work rather than direct portfolio management or retail advisory services.

Assets & Accounts

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
  • Gregory Benning

    Gregory Benning

    Partner, Managing DirectorCRD 2503617

  • Peter Flynn

    FinOpCRD 2655124

  • Vasilios Kofitsas

    Vasilios Kofitsas

    Partner, Managing DirectorCRD 3016342

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