N.E. Private Client, Ltd
Firm details
- Headquarters
- Attleboro, Massachusetts
- CRD number
- 136058
- Registered since
- March 17, 2006
Firm profile
FINTRXOverview
N.E. Private Client, Ltd is organized as a corporation and has been registered with the SEC since 2006. The firm is held by an individual owner and is listed with an “unclassified” adviser type in the available records. The snapshot information indicates the firm does not act as a capital allocator and is not identified as an active ESG investor. It is not described as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The firm did not provide descriptive details about its advisory activities, client segments, fee schedule, or other business lines in the source data.
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
Mark Hansen
President, Chief Legal OfficerCRD 2888137
Contacts
3 of 3Theodore Charles
CRD 1380264
Scott Schaul
Registered RepresentativeCRD 2200484
Allison Charles
CRD 4907014
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Attleboro, MA
Bristol
Location
Attleboro, MA
Headquartered in Attleboro, 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
- Bristol
- Address
- 89 N Main St
- Time zone
- ET (UTC-5)
- Office locations
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