Locust Walk Securities, LLC

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
14
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
156174
Registered since
September 20, 2011

Firm profile

FINTRX

Overview

Locust Walk Securities, LLC is organized as a limited liability company and appears in public records as an investment bank that registered with the SEC in 2011. Ownership is indicated as a mix of a domestic entity and an individual. The firm is not positioned as a capital allocator and is not identified as an active ESG investor. The available snapshot also shows it is not a multi-state adviser, not newly formed, and does not act as a pension consultant or a related adviser.

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
  • Geoffrey Meyerson

    Geoffrey Meyerson

    CEO and Co-FounderCRD 3049789

Contacts

3 of 13
  • Andrew Meyerson

    Andrew Meyerson

    Managing DirectorCRD 5551378

  • Daniel Brog

    Daniel Brog

    Sr. Vice PresidentCRD 7039529

  • Joseph Mohr

    Joseph Mohr

    Executive Vice PresidentCRD 6104499

Unlock 10 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, 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
Suffolk
Address
420 Boylston St
Time zone
ET (UTC-5)
Office locations

Similar firms