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 set up as a limited liability company and has been SEC-registered since 2007. The firm is classified as an investment bank rather than a registered investment adviser or capital allocator. Ownership is listed as a combination of a domestic entity and an individual. Public filings indicate the firm is not positioned as a multi-state adviser, is not identified as an active ESG investor, and does not list pension consulting or related-adviser roles. Disclosure about the firm’s specific business lines, advisory activities, client base, and fee arrangements is minimal in the available data. That absence, together with its investment-bank classification and the note that it is not a capital allocator, suggests the organization focuses on brokerage and investment-banking services rather than managing discretionary client portfolios.

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

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth