Brattle Advisors LLC

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
153875
Registered since
April 4, 2011

Firm profile

FINTRX

Overview

Brattle Advisors LLC is an SEC-registered investment adviser organized as a limited liability company and first registered in 2011. Filings identify the firm as owned by an individual rather than by an institutional parent; beyond that, public disclosures categorize the firm as "unclassified" and do not specify a defined advisory niche or service mix. Available data indicate the firm does not self-identify as a capital allocator, is not flagged as an active ESG investor, and is not designated as a multi-state adviser. The firm did not provide descriptions of its advisory activities, fee schedule, client segments, or affiliations in the materials reviewed.

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

Contacts

2 of 2
  • Kathleen Camisa

    FinOpCRD 3239619

  • Arthur Chamian

    Arthur Chamian

    Managing PrincipalCRD 4380138

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
53 State Streeet
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth