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Christine Hegenbart Lee Todd

NEIGHBORLY INVESTMENTS LLC·BOSTON, Massachusetts
Unclaimed Profile
745 ATLANTIC AVENUE, BOSTON, MA 02111CRD# 1884665Firm CRD# 290141
01

About

Christine Hegenbart Lee Todd is a registered financial advisor based in BOSTON, Massachusetts, affiliated with NEIGHBORLY INVESTMENTS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
NEIGHBORLY INVESTMENTS LLC
NEIGHBORLY INVESTMENTS
AUM
$74M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at NEIGHBORLY INVESTMENTS LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1884665
Firm CRD# 290141
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Christine Hegenbart Lee Todd offer?
Christine Hegenbart Lee Todd specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.
What are Christine Hegenbart Lee Todd's credentials?
Christine Hegenbart Lee Todd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christine Hegenbart Lee Todd located?
Christine Hegenbart Lee Todd is based in BOSTON, Massachusetts, working with NEIGHBORLY INVESTMENTS LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Christine Hegenbart Lee Todd charge for services?
Christine Hegenbart Lee Todd's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEIGHBORLY INVESTMENTS LLC?
NEIGHBORLY INVESTMENTS LLC has approximately 6 employees and manages $74M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)
City Guides
CAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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