Northeast Financial

Northeast Financial (CRD# 110361) is a financial advisory firm headquartered in Westport, CT. They manage $4,149,434,633 in 1,537 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
518-b Riverside Avenue, 2nd Floor, Westport, CT 06880
http://www.nfc-westport.com
By the Numbers
  • Total Assets Under Management
    4,149
    MILLION
  • Total Number of Accounts
    1,537
    ACCOUNTS
  • Average Account Value
    $2,699,697
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CT, FL, MA, NJ, NY, PA, RI, SC, TX

Financial Advisors at Northeast Financial
Showing 1 - 3 of 3 top financial advisors.
1
Elwood Davis, financial advisor Westport CT
Elwood B. Davis
CRD#: 711268
Westport, CT

Elwood Davis (CRD# 711268) is an Investment Advisor Representative working at Northeast Financial in Westport, CT and has 1 year of experience in the finance industry.

2
Scott Patten, financial advisor Westport CT
Scott G. Patten
CRD#: 2203956
518-b Riverside Avenue, 2nd Floor, Westport, CT 06880

Scott Patten (CRD# 2203956) is an Investment Advisor Representative working at Northeast Financial in Westport, CT and has over 32 years of experience in the finance industry.

3
Frank Rossetti, financial advisor Westport CT
Frank D. Rossetti
CRD#: 4537049
518-b Riverside Avenue, 2nd Floor, Westport, CT 06880

Frank Rossetti (CRD# 4537049) is an Investment Advisor Representative working at Northeast Financial in Westport, CT and has over 21 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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