New England Capital Financial Advisors LLC

New England Capital Financial Advisors LLC (CRD# 109203) is a financial advisory firm headquartered in South Meriden, CT. They manage $528,837,865 in 2,708 accounts and serve the financial needs of clients across 18 states (or territories).

Current Firm Details
79 Main Street, South Meriden, CT 06451
https://www.facebook.com/newenglandcapital
By the Numbers
  • Total Assets Under Management
    529
    MILLION
  • Total Number of Accounts
    2,708
    ACCOUNTS
  • Average Account Value
    $195,287
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, GA, LA, MA, ME, NC, NH, NJ, NY, PA, RI, SC, TN, TX, VA, VT

Financial Advisors at New England Capital Financial Advisors LLC
Showing 1 - 5 of 5 top financial advisors.
1
Christopher Beale, financial advisor South Meriden CT
Christopher W. Beale
CRD#: 1219495
79 Main Street, South Meriden, CT 06451

Christopher Beale (CRD# 1219495) is an Investment Advisor Representative working at New England Capital Financial Advisors LLC in South Meriden, CT and has over 37 years of experience in the finance industry.

2
Christopher Lee, financial advisor South Meriden CT
Christopher M. Lee
CRD#: 2699763
79 Main Street, South Meriden, CT 06451

Christopher Lee (CRD# 2699763) is an Investment Advisor Representative working at New England Capital Financial Advisors LLC in South Meriden, CT and has over 28 years of experience in the finance industry.

3
Ann Marie Ocone, financial advisor South Meriden CT
Ann Marie Ocone
CRD#: 5283747
79 Main Street, South Meriden, CT 06451

Ann Marie Ocone (CRD# 5283747) is an Investment Advisor Representative working at New England Capital Financial Advisors LLC in South Meriden, CT and has over 11 years of experience in the finance industry.

4
Darren Tapley, financial advisor Meriden CT
Darren M. Tapley
CRD#: 4751707
79 Main Street, Meriden, CT 06451

Darren Tapley (CRD# 4751707) is an Investment Advisor Representative working at New England Capital Financial Advisors LLC in Meriden, CT and has over 20 years of experience in the finance industry.

5
Matthew Carreras, financial advisor South Meriden CT
Matthew Carreras
CRD#: 2355326
79 Main Street, South Meriden, CT 06451

Matthew Carreras (CRD# 2355326) is an Investment Advisor Representative working at New England Capital Financial Advisors LLC in South Meriden, CT and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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