Boston Partners Securities, L.L.C.
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 2998
- Registered since
- April 1, 1970
- Website
- www.boston-partners.com
Firm profile
FINTRXOverview
Boston Partners Securities, L.L.C. is organized as a limited liability company and has been SEC-registered since 1970. The ownership structure is recorded as a combination of a domestic entity and an individual. The firm is classified as "Unclassified" in the available record and does not appear to act as a capital allocator. FINTRX flags it as not actively engaging in ESG investing and not designated as a multistate adviser; it is also not listed as a pension consultant, related adviser, or newly formed adviser. The firm has provided little public detail about its advisory or business activities in the source data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Davis Clayson
Chief Revenue OfficerCRD 2072297
Michael Kimball
CFOCRD 5590417
Contacts
3 of 34
Douglas Rossi
Client Service AssociateCRD 6666209

Jacqueline Kelliher
Relationship ManagerCRD 6572069

Samuel Lieberman
Client AdvisorCRD 1942533
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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