Easterly Securities LLC
Firm details
- Headquarters
- Beverly, Massachusetts
- CRD number
- 281103
- Registered since
- February 29, 2016
- Website
- www.easterlyam.com
Firm profile
FINTRXOverview
Easterly Securities LLC is organized as a limited liability company and appears on SEC registers since 2016. Public filings list its ownership as a mix of a domestic entity and an individual. The firm is categorized as unclassified in the available data and is not flagged as a capital allocator. It is not identified as an active ESG investor, nor as a multi-state adviser or a pension consultant. Several standard advisor attributes are shown as negative (for example, it is not a related adviser and is not newly formed), and the record contains minimal detail about the firm’s advisory or business activities.
Assets & Accounts
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
Owners & executives
3 of 4
Michael Montague
Chief Operating OfficerCRD 5121305

Philip Juliano Jr
Chief Executive OfficerCRD 4781008
Bernard Frize
Chief Compliance OfficerCRD 2366022
Contacts
3 of 14
Paul Citarell
Senior Vice PresidentCRD 1935890

Kevin Heckman
Senior Vice PresidentCRD 5587154
Akos Beleznay
Head of Manager ResearchCRD 3217813
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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