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 registered with the SEC since 2008. The firm's ownership is recorded as a domestic entity and/or individual and the dataset classifies the firm as "unclassified," reflecting limited categorization in the available profile. The snapshot flags the firm as not acting as a capital allocator and not an active ESG investor; it is also not listed as a multi-state adviser, not newly formed, and not a pension consultant or related adviser. Public-facing detail on core business lines is sparse: fields for client base, fee structure, business activities and advisory offerings are not populated in the source data, so the firm's specific service mix and target client segments are not documented in this profile.

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
  • 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

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

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