North American Management Corp

North American Management Corp (CRD# 104825) is a financial advisory firm headquartered in Boston, MA. They manage $1,471,151,852 in 1,177 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,471
    MILLION
  • Total Number of Accounts
    1,177
    ACCOUNTS
  • Average Account Value
    $1,249,917
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

CA, CO, CT, FL, MA, ME, MO, NH, NJ, NY, TX, VT, WA

Financial Advisors at North American Management Corp
Showing 1 - 10 of 13 top financial advisors.
1
David Baker
CRD#: 2549952
Ten Post Office Square , Suite 300, Boston, MA 02109
96
Wealthminder
score

David Baker (CRD# 2549952) is an Investment Advisor Representative working at North American Management Corp in Boston, MA and has over 22 years of experience in the finance industry.

2
Roger K. Foulkes
CRD#: 2256891
Ten Post Office Square Suite 1200 South, Boston, MA 02109
96
Wealthminder
score

Roger Foulkes (CRD# 2256891) is an Investment Advisor Representative working at North American Management Corp in Boston, MA and has over 24 years of experience in the finance industry.

3
Lea Ann G. Knight
CRD#: 2911144
Ten Post Office Square Suite 1200 South, Boston, MA 02109
96
Wealthminder
score

Lea Ann Knight (CRD# 2911144) is an Investment Advisor Representative working at North American Management Corp in Boston, MA and has over 14 years of experience in the finance industry. Lea Ann Knight has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Jacob F. Brown
CRD#: 2307907
Ten Post Office Square, Suite 300, Boston, MA 02109
93
Wealthminder
score

Jacob Brown (CRD# 2307907) is an Investment Advisor Representative working at North American Management Corp in Boston, MA and has over 23 years of experience in the finance industry.

5
Deborah N. Cartisser
CRD#: 1697132
Ten Post Office Square Suite 1200 South, Boston, MA 02109
93
Wealthminder
score

Deborah Cartisser (CRD# 1697132) is an Investment Advisor Representative working at North American Management Corp in Boston, MA and has over 6 years of experience in the finance industry.

6
Barbara A. Flaherty
CRD#: 5755624
Ten Post Office Square Suite 1200 South, Boston, MA 02109
93
Wealthminder
score

Barbara Flaherty (CRD# 5755624) is an Investment Advisor Representative working at North American Management Corp in Boston, MA and has over 5 years of experience in the finance industry.

7
Allison E. Popeo
CRD#: 4657639
Ten Post Office Square Suite 1200 South, Boston, MA 02109
93
Wealthminder
score

Allison Popeo (CRD# 4657639) is an Investment Advisor Representative working at North American Management Corp in Boston, MA and has over 9 years of experience in the finance industry.

8
Mark J. Reed
CRD#: 1585379
Ten Post Office Square Suite 1200 South, Boston, MA 02109
93
Wealthminder
score

Mark Reed (CRD# 1585379) is an Investment Advisor Representative working at North American Management Corp in Boston, MA and has over 29 years of experience in the finance industry.

9
Orrin S. Wightman
CRD#: 466598
Ten Post Office Square Suite 1200 South, Boston, MA 02109
93
Wealthminder
score

Orrin Wightman (CRD# 466598) is an Investment Advisor Representative working at North American Management Corp in Boston, MA and has over 29 years of experience in the finance industry.

10
Mary L. Connelly
CRD#: 6504633
Ten Post Office Square Suite 1200 South, Boston, MA 02109
90
Wealthminder
score

Mary Connelly (CRD# 6504633) is an Investment Advisor Representative working at North American Management Corp in Boston, MA and has 1 year of experience in the finance industry. Mary Connelly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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