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 and appears in regulatory records dating back to 2004. The firm is identified as owned by a domestic entity and an individual. Publicly reported details about the firm's business lines, advisory activities, fee schedule and client types are not provided in the source data. The record indicates the firm does not operate as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and does not identify itself as a pension consultant or a related adviser.
Assets & Accounts
Investments & Alternatives
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
Terence Lavigne
DirectorCRD 4211690
Bethany Amico
ComplianceCRD 4660238
Mark Trabucco
Compliance OfficerCRD 4856280
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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