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Joseph Gregory Conlon

HASTINGS EQUITY PARTNERS, LLC·BOSTON, Massachusetts
Clean recordHASTINGS EQUITY PARTNERS, LLC
10 ST. JAMES AVENUE, BOSTON, MA 02116CRD# 7350241Firm CRD# 167499

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Gregory Conlon · BOSTON, MA
Registration
CRD #7350241 · HASTINGS EQUITY PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joseph Gregory Conlon is a registered financial advisor based in BOSTON, Massachusetts, affiliated with HASTINGS EQUITY PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
HASTINGS EQUITY PARTNERS, LLC
HASTINGS EQUITY PARTNERS, LLC
AUM
$567M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at HASTINGS EQUITY PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7350241
Firm CRD# 167499
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Gregory Conlon offer?
Joseph Gregory Conlon specializes in Retirement Planning. Contact their office in BOSTON, Massachusetts for a consultation.
What are Joseph Gregory Conlon's credentials?
Joseph Gregory Conlon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Gregory Conlon located?
Joseph Gregory Conlon is based in BOSTON, Massachusetts, working with HASTINGS EQUITY PARTNERS, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Joseph Gregory Conlon charge for services?
Joseph Gregory Conlon's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HASTINGS EQUITY PARTNERS, LLC?
HASTINGS EQUITY PARTNERS, LLC has approximately 13 employees and manages $567M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HASTINGS EQUITY PARTNERS, LLC

Edward Bickford Patton
NEEDHAM, MA
Katrina Lynn Starr-Frederick
NEEDHAM, MA
Bruce Catron Macrae
NEEDHAM, MA

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Research
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