Wellesley Hills Securities
Firm details
- Headquarters
- Newton, Massachusetts
- CRD number
- 315364
- Registered since
- December 2, 2021
Firm profile
FINTRXOverview
Wellesley Hills Securities is organized as a limited liability company and is classified in the FINTRX snapshot as an investment bank. The firm registered with the SEC in 2021 and is owned by an individual. FINTRX indicates it is not a capital allocator and it is not flagged as an active ESG investor. The profile does not list the firm's fee structure, specific advisory activities, or client segments.
Assets & Accounts
Investments & Alternatives
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
Contacts
3 of 11
Adam Hark
Managing MemberCRD 7225011
William Shraga
Managing DirectorCRD 2606356
Peter Flynn
FinOpCRD 2655124
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Newton, MA
Middlesex
Location
Newton, MA
Headquartered in Newton, 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
- Middlesex
- Address
- 1087 Beacon St
- Time zone
- ET (UTC-5)
- Office locations
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