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Blake Endicott Stuart

NORTH AMERICAN MANAGEMENT CORP·BOSTON, Massachusetts
Clean record3 years registeredNORTH AMERICAN MANAGEMENT CORP
TEN POST OFFICE SQUARE SUITE 1200 SOUTH, BOSTON, MA 02109-4621CRD# 5767408Firm CRD# 104825

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Blake Endicott Stuart · BOSTON, MA
Registration
CRD #5767408 · NORTH AMERICAN MANAGEMENT CORP · 3 years registered
Brand Profile
Not yet started
01

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Sep 2022 – present
02

Registrations & Exams

Registration record
First registered · September 22, 2022
Years registered · 3
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NORTH AMERICAN MANAGEMENT CORP
CRD 104825 · SEC 801-5346
AUM
$1.6B
Regulatory assets under management
Employees
22
856 client accounts
Services offered by NORTH AMERICAN MANAGEMENT CORP
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at NORTH AMERICAN MANAGEMENT CORP →
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05

Frequently Asked Questions

What services does Blake Endicott Stuart offer?
Blake Endicott Stuart specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Blake Endicott Stuart's credentials?
Blake Endicott Stuart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Blake Endicott Stuart located?
Blake Endicott Stuart is based in BOSTON, Massachusetts, working with NORTH AMERICAN MANAGEMENT CORP. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Blake Endicott Stuart charge for services?
Blake Endicott Stuart's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NORTH AMERICAN MANAGEMENT CORP?
NORTH AMERICAN MANAGEMENT CORP has approximately 22 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NORTH AMERICAN MANAGEMENT CORP

Beverly Ann Rodrigue
BOSTON, MA
Yuval Ezer
BOSTON, MA
Herbert Peter Hess
BOSTON, MA
Jacob Frederick Brown
BOSTON, MA
Allison Engelhardt Popeo
BOSTON, MA
David Hm Baker
BOSTON, MA

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Research
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