Locust Walk Securities, LLC

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
15
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 a limited liability company that has been SEC-registered since 2011 and is classified in the data as an investment bank. Ownership is listed as a mix of a domestic entity and an individual. The firm is not identified as a capital allocator and the source does not flag it as a multi-state adviser, an active ESG investor, a pension consultant, or a related adviser. Several typical adviser fields (client base, fee structure, business and advisory activities) were not provided in the source material.

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 14
  • Kathleen Camisa

    FinOpCRD 3239619

  • Andrew Meyerson

    Andrew Meyerson

    Managing DirectorCRD 5551378

  • Joseph Mohr

    Joseph Mohr

    Executive Vice PresidentCRD 6104499

Unlock 11 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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth