Chestnut Partners, Inc.

Broker-DealerFINRA MemberEst. 1995
Total AUM
Advisory reps
17
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
38387
Registered since
December 13, 1995

Firm profile

FINTRX

Overview

Chestnut Partners, Inc. is recorded as a corporate entity classified as an investment bank and has been SEC-registered since 1995. The firm's ownership is listed as individual. FINTRX does not provide descriptive entries for the firm's advisory activities, target client segments, or fee schedules, so its client-facing services and product scope are not detailed in the available record. The snapshot flags a handful of operational attributes: Chestnut Partners, Inc. is not identified as a capital allocator, is not an active ESG investor, is not a multistate adviser, is not a pension consultant, and is not listed as a related adviser to another firm. Those markers point toward a narrow regulatory/operational footprint in the FINTRX data rather than an active, diversified advisory platform.

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

Contacts

3 of 17
  • Jack Moore

    Jack Moore

    AnalystCRD 8130211

  • Hope Shue

    Hope Shue

    AnalystCRD 8130180

  • Catherine Nemeskal

    Catherine Nemeskal

    AnalystCRD 8130149

Unlock 14 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, 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
Suffolk
Address
1 Financial Ctr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth