New England Schooner, Inc.

New England Schooner, Inc. (CRD# 129552) is a financial advisory firm headquartered in Peabody, MA. They manage $108,886,430 in 470 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3 Centennial Drive, Suite 300, Peabody, MA 01960
http://www.neschooner.com
By the Numbers
  • Total Assets Under Management
    109
    MILLION
  • Total Number of Accounts
    470
    ACCOUNTS
  • Average Account Value
    $231,673
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, ME

Financial Advisors at New England Schooner, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Kevin Norwood, financial advisor Peabody MA
Kevin E. Norwood
CRD#: 4461801
3 Centennial Drive, Suite 300, Peabody, MA 01960

Kevin Norwood (CRD# 4461801) is an Investment Advisor Representative working at New England Schooner, Inc. in Peabody, MA and has over 16 years of experience in the finance industry.

2
Stephen Taylor, financial advisor Peabody MA
Stephen A. Taylor
CRD#: 2562584
3 Centennial Drive, Peabody, MA 01960

Stephen Taylor (CRD# 2562584) is an Investment Advisor Representative working at New England Schooner, Inc. in Peabody, MA and has over 29 years of experience in the finance industry.

3
Justin Bruzzese, financial advisor Peabody MA
Justin T. Bruzzese
CRD#: 7121391
3 Centennial Drive, Suite 300, Peabody, MA 01960

Justin Bruzzese (CRD# 7121391) is an Investment Advisor Representative working at New England Schooner, Inc. in Peabody, MA and has over 2 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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