Boston Partners Securities, L.L.C.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
37
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
2998
Registered since
April 1, 1970

Firm profile

FINTRX

Overview

Boston Partners Securities, L.L.C. is organized as a limited liability company with ownership attributed to both a domestic entity and an individual. The firm's profile in the dataset is categorized as "Unclassified," and it is not listed as a capital allocator. The snapshot flags several operational characteristics: it is not identified as an active ESG investor, not set up as a multi-state adviser, not newly formed, and it is not described as a pension consultant or as a related adviser. Public-facing details about the firm's advisory scope are sparse in the source data. Key items such as stated business activities, advisory services, client segments, and fee structure are not supplied in the dataset, so the firm's target client types and service model cannot be confirmed from this record.

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

2 of 2
  • Davis Clayson

    Davis Clayson

    Chief Revenue OfficerCRD 2072297

  • Michael Kimball

    CFOCRD 5590417

Contacts

3 of 35
  • Douglas Rossi

    Douglas Rossi

    Client Service AssociateCRD 6666209

  • Jacqueline Kelliher

    Jacqueline Kelliher

    Relationship ManagerCRD 6572069

  • Samuel Lieberman

    Samuel Lieberman

    Client AdvisorCRD 1942533

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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
1 Beacon St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth