Consensus Securities LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
14
Avg account
$0

Firm details

Headquarters
Norwood, Massachusetts
CRD number
144684
Registered since
November 8, 2007

Firm profile

FINTRX

Overview

Consensus Securities LLC is organized as a limited liability company and is classified as an investment bank. It has been SEC-registered since 2007 and is owned by a combination of a domestic entity and an individual. The firm does not present itself as a capital allocator and is not identified as an active ESG investor. Available records indicate it is not registered as a multi-state adviser, is not newly formed, and is not positioned 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

2 of 2
  • Michael O'hara

    Michael O'hara

    Founder and CEOCRD 5386499

  • Elizabeth White

    Elizabeth White

    Managing Director and Chief Financial OfficerCRD 5647405

Contacts

3 of 12
  • Marshall Schleifman

    Marshall Schleifman

    Managing DirectorCRD 4017336

  • Paul Alexander

    Paul Alexander

    Managing Director, Head of ResearchCRD 5270102

  • William Busko

    William Busko

    Managing DirectorCRD 1390350

Unlock 9 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

Norwood, MA

Norfolk

Location

Norwood, MA

Headquartered in Norwood, 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
Norfolk
Address
100 River Ridge Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth