Northeast Investment Management Inc.

Northeast Investment Management Inc. (CRD# 105051) is a financial advisory firm headquartered in Boston, MA. They manage $2,512,259,817 in 1,543 accounts and serve the financial needs of clients across 15 states (or territories).

Current Firm Details

100 High Street, Suite 1000, Boston, MA 02110

http://www.northeastinvest.com

By the Numbers

Total Assets Under Management

2,512

MILLION
Total Number of Accounts

1,543

ACCOUNTS
Average Account Value

$1,628,166

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription fees)

Advisory Services Offered

Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, FL, IL, MA, ME, NH, NY, PA, TX, VA, VT

Financial Advisors at Northeast Investment Management Inc.

Showing 1 - 9 of 9 top financial advisors.

1

CRD#: 5499477

100 High Street Suite 1000, Suite 1000, Boston, MA 02110

Daniel Costa (CRD# 5499477) is an Investment Advisor Representative working at Northeast Investment Management Inc. in Boston, MA and has 1 year of experience in the finance industry.

2

John F. Francini

CRD#: 2217936

100 High Street, Suite 1000, Boston, MA 02110

John Francini (CRD# 2217936) is an Investment Advisor Representative working at Northeast Investment Management Inc. in Boston, MA and has over 31 years of experience in the finance industry.

3

CRD#: 5985791

100 High Street, Suite 1000, Boston, MA 02110

Robert Kane (CRD# 5985791) is an Investment Advisor Representative working at Northeast Investment Management Inc. in Boston, MA and has 1 year of experience in the finance industry.

4

CRD#: 6253302

100 High Street, Suite 1000, Boston, MA 02110

John Lawrie (CRD# 6253302) is an Investment Advisor Representative working at Northeast Investment Management Inc. in Boston, MA and has 1 year of experience in the finance industry.

5

Nancy M. Mulligan

CRD#: 3227676

100 High Street, Suite 1000, Boston, MA 02110

Nancy Mulligan (CRD# 3227676) is an Investment Advisor Representative working at Northeast Investment Management Inc. in Boston, MA and has over 21 years of experience in the finance industry.

6

Jared L. Ginnetty

CRD#: 7704102

100 High Street, Suite 1000, Boston, MA 02110

Jared Ginnetty (CRD# 7704102) is an Investment Advisor Representative working at Northeast Investment Management Inc. in Boston, MA and has 1 year of experience in the finance industry.

7

Christopher P. Harris

CRD#: 7351418

100 High Street, Suite 1000, Boston, MA 02110

Christopher Harris (CRD# 7351418) is an Investment Advisor Representative working at Northeast Investment Management Inc. in Boston, MA and has 1 year of experience in the finance industry.

8

James W. Murphy

CRD#: 7226358

100 High Street, Suite 1000, Boston, MA 02110

James Murphy (CRD# 7226358) is an Investment Advisor Representative working at Northeast Investment Management Inc. in Boston, MA and has 1 year of experience in the finance industry.

9

Justin E. Oates

CRD#: 5369863

100 High Street, Suite 1000, Boston, MA 02110

Justin Oates (CRD# 5369863) is an Investment Advisor Representative working at Northeast Investment Management Inc. in Boston, MA and has 1 year 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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