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FIRM PROFILE
Overview
BROOKWOOD SECURITIES PARTNERS, LLC is located at 138 Conant Street, Beverly, MA 01915 and was first established at Boston, Delaware in 05/17/1993. After operating for 33 years, BROOKWOOD SECURITIES PARTNERS, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of BROOKWOOD SECURITIES PARTNERS, LLC’s clients are individuals and 0% of their clients are high net worth individuals. BROOKWOOD SECURITIES PARTNERS, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at BROOKWOOD SECURITIES PARTNERS, LLC are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access BROOKWOOD SECURITIES PARTNERS, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at BROOKWOOD SECURITIES PARTNERS, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for BROOKWOOD SECURITIES PARTNERS, LLC Comes From
Understanding the Statistics for BROOKWOOD SECURITIES PARTNERS, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
138 Conant Street, Beverly, MA 01915
138 Conant Street, Beverly, MA 01915
Small
(978) 720-7500
Delaware since 05/17/1993
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
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Advisor's working at BROOKWOOD SECURITIES PARTNERS, LLC
Marcia Greilich Strouss
Kristen M Riordan
Bradley Brian Root
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