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 is classified in the data as an investment bank rather than a traditional asset manager. Ownership is described as a domestic entity alongside an individual owner. The firm is not identified as a capital allocator and is not marked as an active ESG investor. Several common advisor attributes are not indicated: the source does not disclose a client base, fee model, specific business lines or advisory activities. The firm is also not listed as a multi-state adviser, newly formed adviser, pension consultant, or related adviser.
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 1
Geoffrey Meyerson
CEO and Co-FounderCRD 3049789
Contacts
3 of 14Kathleen Camisa
FinOpCRD 3239619

Andrew Meyerson
Managing DirectorCRD 5551378

Joseph Mohr
Executive Vice PresidentCRD 6104499
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
Outcome Capital, LLC
Broker-DealerBoston, MA
John Hancock Distributors LLC
Broker-DealerBoston, MA
Boston Partners Securities, L.L.C.
Broker-DealerBoston, MA
State Street Global Advisors Funds Distributors, LLC
Broker-DealerBoston, MA
Moors & Cabot, Inc
Broker-DealerBoston, MA
Monument Group, Inc.
Broker-DealerBoston, MA