Charles River Brokerage, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Burlington, Massachusetts
CRD number
132267
Registered since
November 3, 2004

Firm profile

FINTRX

Overview

Charles River Brokerage, LLC is organized as a limited liability company that functions as a brokerage entity. Ownership is listed as a combination of a domestic entity and individual owners. Public snapshot data classifies the firm as unclassified and indicates it does not act as a capital allocator, is not an active ESG investor, is not designated as a multi-state adviser, and is not identified as a pension consultant or related adviser.

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

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth