EASTERLY SECURITIES LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
19
Avg account
$0

Firm details

Headquarters
BEVERLY, Massachusetts
CRD number
281103
Registered since
February 29, 2016

Firm profile

FINTRX

Overview

Easterly Securities LLC is organized as a limited liability company and is listed in FINTRX as having registered with the SEC in 2016. Ownership is recorded as a combination of a domestic entity and an individual. The platform classifies the firm as "Unclassified" rather than under a specific advisory model. FINTRX flags several operational attributes: the firm is not identified as a capital allocator, not a pension consultant, not a related adviser, and is not an active ESG investor. The public snapshot includes limited detail on fee structure, client types, or the firm's stated advisory activities, so there is little disclosure about its core service offerings or target client segments in the available profile.

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

3 of 4
  • MICHAEL MONTAGUE

    Chief Operating OfficerCRD 5121305

  • PHILIP JULIANO JR

    Chief Executive OfficerCRD 4781008

  • BERNARD FRIZE

    Chief Compliance OfficerCRD 2366022

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Contacts

3 of 15
  • PAUL CITARELL

    Senior Vice PresidentCRD 1935890

  • KEVIN HECKMAN

    Senior Vice PresidentCRD 5587154

  • AKOS BELEZNAY

    Head of Manager ResearchCRD 3217813

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BEVERLY, MA

ESSEX

Location

BEVERLY, MA

Headquartered in BEVERLY, 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
ESSEX
Address
138 Conant St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth