EZE Castle Transaction Services LLC
Firm details
- Headquarters
- Waltham, Massachusetts
- CRD number
- 132246
- Registered since
- November 30, 2004
Firm profile
FINTRXOverview
EZE Castle Transaction Services LLC is listed in FINTRX as a limited liability company that registered with the SEC in 2004. The platform classifies the firm as "Unclassified" and records its owner type as domestic entity / individual. FINTRX marks the firm as not being a capital allocator, not an active ESG investor, not a multistate adviser, not a pension consultant and not a related adviser. The available fields for business and advisory activities are blank, which, together with the "Capital Allocator: No" flag, suggests the entity functions outside the typical asset-management or wealth-advisory role tracked by FINTRX.
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
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
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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