N.E. Private Client, Ltd

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Attleboro, Massachusetts
CRD number
136058
Registered since
March 17, 2006

Firm profile

FINTRX

Overview

N.E. Private Client, Ltd. is organized as a corporation and has been registered with the SEC since 2006. The firm is individually owned and is categorized in available records as "unclassified." Public disclosures indicate it does not identify as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The firm has not published details about its advisory services, investment approach, target client segments, or manager allocation preferences in the source material.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Mark Hansen

    Mark Hansen

    President, Chief Legal OfficerCRD 2888137

Contacts

3 of 3
  • Scott Schaul

    Registered RepresentativeCRD 2200484

  • Theodore Charles

    CRD 1380264

  • Allison Charles

    CRD 4907014

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth