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 since 2006. Ownership is held by an individual rather than a corporate or institutional owner, and the firm appears in records without a specific advisory classification. Documented attributes indicate the firm is not characterized as a capital allocator, is not active on ESG investing, and is not registered as a multistate adviser. It is also not identified as a newly formed adviser, a pension consultant, or a related adviser.
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 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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