Brookwood Securities Partners, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Beverly, Massachusetts
CRD number
35187
Registered since
December 3, 1993

Firm profile

FINTRX

Overview

Brookwood Securities Partners, LLC is organized as a limited liability company that functions as a placement agent. Ownership is indicated as a combination of a domestic entity and an individual. The firm is not positioned as a capital allocator and is not flagged as active in ESG investing. Other firm attributes in the record include that it is not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The source record does not provide discrete information about the firm's client base, fee schedule, specific business activities, or advisory offerings. A separate activities-and-affiliations entry likewise states that the firm has not supplied further detail about its affiliations or operational activities.

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

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Beverly, MA

Essex

Location

Beverly, MA

Headquartered in Beverly, 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
Essex
Address
138 Conant St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth