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 FINTRX as an investment bank. The firm is SEC-registered (initial registration in 2021) and is owned by an individual. FINTRX flags the firm as not serving as a capital allocator and not operating as an active ESG investor. It is not identified as a multi-state adviser, a pension consultant, or a related adviser.
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
Thomer Schapira
Executive Vice PresidentCRD 7375507
David Gutterman
Vice PresidentCRD 4558393
Tyler Furlong
AssociateCRD 7141203
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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