Unclaimed Profile

Christine Hegenbart Lee Todd

NEIGHBORLY INVESTMENTS LLC·BOSTON, Massachusetts

Series 6, Series 63, Series 65Clean record27 years registeredNEIGHBORLY INVESTMENTS LLC

745 ATLANTIC AVENUE, BOSTON, MA 02111CRD# 1884665Firm CRD# 290141

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christine Hegenbart Lee Todd · BOSTON, MA

Registration

CRD #1884665 · NEIGHBORLY INVESTMENTS LLC · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NEIGHBORLY INVESTMENTS LLC

NEIGHBORLY INVESTMENTS

Aug 2018 – Mar 2019

BOSTON, MA

STANDISH

Jan 1999 – Feb 2018

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · January 15, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NEIGHBORLY INVESTMENTS LLC

CRD 290141 · SEC 801-112811

AUM

$74M

Regulatory assets under management

Employees

6 client accounts

Services offered by NEIGHBORLY INVESTMENTS LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at NEIGHBORLY INVESTMENTS LLC →

Introduction

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Frequently Asked Questions

What services does Christine Hegenbart Lee Todd offer?

Christine Hegenbart Lee Todd specializes in Investment Management, Wealth Management, Fee-Only Advisory.

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, last registered with NEIGHBORLY INVESTMENTS LLC.

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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