EZE Castle Transaction Services LLC

Broker-DealerFINRA Member
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 is listed with an owner structure described as Domestic Entity | Individual. The firm is categorized as Unclassified in the snapshot data and is not identified as a capital allocator. The available profile flags indicate it is not an active ESG investor, not a multistate adviser, not a newly formed adviser, not a pension consultant, and not a related adviser. The dataset contains no descriptive entries for business or advisory activities, so there is little public detail about the firm's client-facing services or investment specialization.

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

    John Mulkern

    Chief Compliance OfficerCRD 4197230

Contacts

3 of 11
  • David Ditta

    David Ditta

    Managing DirectorCRD 3184921

  • Joseph Doherty

    Joseph Doherty

    Managing DirectorCRD 4895292

  • Victor Pelaez

    Account ManagerCRD 5157320

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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