EZE CASTLE TRANSACTION SERVICES LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
12
Avg account
$0

Firm details

Headquarters
WALTHAM, Massachusetts
CRD number
132246
Registered since
November 30, 2004

Firm profile

FINTRX

Overview

EZE Castle Transaction Services LLC is organized as a limited liability company and has been SEC-registered since 2004. Ownership is listed as a combination of a domestic entity and an individual. The firm is classified as unclassified in the available records and is not identified as a capital allocator. Regulatory and activity flags in the source indicate EZE Castle Transaction Services LLC is not a multi-state adviser, not a newly formed adviser, not an active ESG investor, not a pension consultant, and is not designated as a related adviser. The dataset does not supply descriptions of advisory activities, business lines, or client segments.

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

1 of 1
  • JOHN MULKERN

    Chief Compliance OfficerCRD 4197230

Contacts

3 of 11
  • Justin Parker

    Associate DirectorCRD 6744216

  • MICHAEL FINER

    Associate DirectorCRD 5749624

  • BRENNAN CASEY

    Associate DirectorCRD 5632041

Unlock 8 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WALTHAM, MA

MIDDLESEX

Location

WALTHAM, MA

Headquartered in WALTHAM, 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
MIDDLESEX
Address
500 Totten Pond Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth