LOCUST WALK SECURITIES, LLC

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
18
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 SEC records with a registration date of 2011. Regulatory classification lists the firm as an investment bank. Ownership is recorded as both a domestic entity and an individual. Public filings identify several negative flags rather than lines of business: the firm is not identified as a capital allocator, is not an active ESG investor, is not registered as a multi-state adviser, is not listed as a newly formed adviser, and does not present itself as a pension consultant or related adviser. The record does not include a description of specific business or advisory activities, nor does it disclose a client profile or fee structure.

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

    CEO and Co-FounderCRD 3049789

Contacts

3 of 17
  • Lucas Ruggeri

    AnalystCRD 8165367

  • ANDREW MEYERSON

    Managing DirectorCRD 5551378

  • Daniel Brog

    Sr. Vice PresidentCRD 7039529

Unlock 14 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