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 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
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 4MICHAEL MONTAGUE
Chief Operating OfficerCRD 5121305
PHILIP JULIANO JR
Chief Executive OfficerCRD 4781008
BERNARD FRIZE
Chief Compliance OfficerCRD 2366022
Contacts
3 of 15PAUL 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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