Huntwicke Securities, LLC

Broker-DealerFINRA MemberEst. 2008
Total AUM
Advisory reps
17
Avg account
$0

Firm details

Headquarters
Topsfield, Massachusetts
CRD number
146993
Registered since
October 9, 2008

Firm profile

FINTRX

Overview

Huntwicke Securities, LLC is organized as a limited liability company and has been SEC-registered since 2008. The firm's ownership is recorded as a combination of a domestic entity and an individual. Public records classify the adviser as "Unclassified" and list several negative flags: it is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not designated as a related adviser. The firm did not provide descriptive details about its business activities, advisory services, fee schedule, or client segments in the available dataset.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Peter Mulholland

    Peter Mulholland

    Chief Investment OfficerCRD 2213796

Contacts

3 of 16
  • Roger Liberman

    Roger Liberman

    DirectorCRD 2172579

  • Louis Decarlo

    Louis Decarlo

    Managing DirectorCRD 2128337

  • Francois-xavier Terrasse

    Francois-xavier Terrasse

    Managing DirectorCRD 5200434

Unlock 13 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Topsfield, MA

Essex

Location

Topsfield, MA

Headquartered in Topsfield, 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
7 Grove St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth