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 is registered with the SEC since 2006. The firm is owned by an individual and is classified in FINTRX as "Unclassified." The available profile indicates the firm is not a capital allocator and is not identified as an active ESG investor. FINTRX also records that the adviser is not a multi-state adviser, not newly formed, not a pension consultant, and is not listed as a related adviser. The firm has not provided details in the FINTRX record about its business activities, advisory services, fee structure, or client segments. That lack of disclosure limits what can be said about the firm’s target client types, investment approach, or service model based solely on the provided data.
Assets & Accounts
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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