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 a limited liability company that has been registered with the SEC since 1993. Public records classify ownership as a mix of a domestic entity and an individual. FINTRX lists the firm's regulatory classification as unclassified and indicates it is not set up as a capital allocator. Available data show several operational limits: the firm is not identified as an active ESG investor, is not a multi-state adviser, is not newly formed, does not serve in a pension consultant role, and does not appear as a related adviser to other registered entities. The firm has not supplied further detail about its advisory activities, client base, fee structure, or manager allocation preferences in the source material.
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 2ERICKA AYLES
Managing Director and Chief Financial OfficerCRD 6530897
THOMAS TRKLA
Chairman and Chief Executive OfficerCRD 1238366
Contacts
3 of 7KRISTEN 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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