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 SEC-registered as an investment adviser since 2006. Ownership is held by an individual rather than a corporate parent or institutional group. The firm is classified as “unclassified” in the available records and is not identified as a capital allocator. Recorded attributes indicate a limited operational footprint: the firm is not listed as a multi-state adviser, is not flagged as an active ESG investor, and is not described as a pension consultant or related adviser. Publicly available entries contain minimal detail about the firm’s advisory services, client segments, fee schedules, or investment programs, and there is no substantive disclosure of AUM, account counts, or investment strategy in the source data.
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 1MARK HANSEN
President, Chief Legal OfficerCRD 2888137
Contacts
3 of 3SCOTT SCHAUL
Registered RepresentativeCRD 2200484
THEODORE CHARLES
CRD 1380264
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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