LOCUST WALK SECURITIES, LLC
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 156174
- Registered since
- September 20, 2011
- Website
- www.locustwalk.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1GEOFFREY MEYERSON
CEO and Co-FounderCRD 3049789
Contacts
3 of 17Lucas Ruggeri
AnalystCRD 8165367
ANDREW MEYERSON
Managing DirectorCRD 5551378
Daniel Brog
Sr. Vice PresidentCRD 7039529
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
Broker-DealerBOSTON, MA
KAUFMAN & COMPANY, LLC
Broker-DealerBOSTON, MA
CAPSTONE PARTNERS
Broker-DealerBOSTON, MA
CCA CAPITAL LLC
Broker-DealerBOSTON, MA
CHESTNUT PARTNERS, INC.
Broker-DealerBOSTON, MA
BACK BAY LIFE SCIENCE ADVISORY, LLC
Broker-DealerBOSTON, MA