BOSTON PARTNERS SECURITIES, L.L.C.

Broker-DealerFINRA MemberEst. 1970
Total AUM
Advisory reps
35
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 and shows an SEC registration date of 1970. Owner type is recorded as a combination of a domestic entity and an individual. The firm's regulatory/profile fields in FINTRX mark it as unclassified; it is not listed as a capital allocator, not active on ESG investing, not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. FINTRX does not provide detail on the firm's client segments, fee schedule, advisory or business activities.

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

    Chief Revenue OfficerCRD 2072297

  • MICHAEL KIMBALL

    CFOCRD 5590417

Contacts

3 of 33
  • MICHAEL ATWOOD

    Consultant Relations DirectorCRD 4240183

  • Ryan Marcus

    AnalystCRD 8050401

  • DAVID GULLEN

    Investor RelationsCRD 4824641

Unlock 30 more contacts

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth