Charles River Brokerage, LLC
Firm details
- Headquarters
- Burlington, Massachusetts
- CRD number
- 132267
- Registered since
- November 3, 2004
Firm profile
FINTRXOverview
Charles River Brokerage, LLC is organized as a limited liability company that appears on SEC records with a registration year of 2004. Ownership is listed as a mix of a domestic entity and individual owners. FINTRX classifies the firm as unclassified rather than assigning it to a specific allocator or advisory niche. The profile indicates the firm does not operate as a capital allocator and is not identified as an active ESG investor. It is not listed as a multistate adviser, a pension consultant, a related adviser, or a newly formed adviser. Specifics about fee schedules, client segments, and detailed advisory activities are not provided in the dataset.
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
Contacts
3 of 6
Mark Trabucco
Compliance OfficerCRD 4856280
Editha Tenorio
VP, FinanceCRD 6755490
Gregory Long
Relationship ManagerCRD 6579935
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Burlington, MA
Middlesex
Location
Burlington, MA
Headquartered in Burlington, 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
- Middlesex
- Address
- 700 District Ave
- Time zone
- ET (UTC-5)
- Office locations
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