Brookwood Securities Partners, LLC
Firm details
- Headquarters
- Beverly, Massachusetts
- CRD number
- 35187
- Registered since
- December 3, 1993
- Website
- www.brookwoodfinancial.com
Firm profile
FINTRXOverview
Brookwood Securities Partners, LLC is organized as a limited liability company and has been registered with the SEC since 1993. The firm is owned by a combination of a domestic entity and individual owners. In the source data Brookwood is classified as "unclassified" and is not identified as a capital allocator. It does not mark itself as an active ESG investor, is not registered as a multistate adviser in the dataset, and is not listed as a pension consultant or related adviser. The dataset provides no detail on the firm’s advisory or brokerage business lines, client segments, fee schedule, or specific service offerings. There are also no disclosed affiliations or industry activities in the provided record.
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
Ericka Ayles
Managing Director and Chief Financial OfficerCRD 6530897

Thomas Trkla
Chairman and Chief Executive OfficerCRD 1238366
Contacts
3 of 7
Kristen Riordan
Vice President and Corporate ControllerCRD 2409182

Kurt Zernich
Senior AdvisorCRD 4877690
Marcia Strouss
Managing Director, Associate General CounselCRD 1365779
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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