New England Schooner, Inc.

New England Schooner, Inc. (CRD# 129552) is a financial advisory firm headquartered in Peabody, MA. They manage $53,611,698 in 377 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    377
    ACCOUNTS
  • Average Account Value
    $142,206
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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
John J. Morgan
CRD#: 4393998
3 Centennial Drive, Peabody, MA 01960
93
Wealthminder
score

John Morgan (CRD# 4393998) is an Investment Advisor Representative working at New England Schooner, Inc. in Peabody, MA and has over 15 years of experience in the finance industry.

2
Kevin E. Norwood
CRD#: 4461801
3 Centennial Drive, Peabody, MA 01960
93
Wealthminder
score

Kevin Norwood (CRD# 4461801) is an Investment Advisor Representative working at New England Schooner, Inc. in Peabody, MA and has over 9 years of experience in the finance industry.

3
Stephen A. Taylor
CRD#: 2562584
3 Centennial Drive, Peabody, MA 01960
81
Wealthminder
score

Stephen Taylor (CRD# 2562584) is an Investment Advisor Representative working at New England Schooner, Inc. in Peabody, MA and has over 21 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.