Unclaimed Profile

Yuval Ezer

NORTH AMERICAN MANAGEMENT CORP·BOSTON, Massachusetts

SIEClean record3 years registeredNORTH AMERICAN MANAGEMENT CORP

TEN POST OFFICE SQUARE SUITE 1200 SOUTH, BOSTON, MA 02109-4621CRD# 6469252Firm CRD# 104825

Profile Verification

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

Identity

Yuval Ezer · BOSTON, MA

Registration

CRD #6469252 · NORTH AMERICAN MANAGEMENT CORP · 3 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NORTH AMERICAN MANAGEMENT CORP

FOSTER VICTOR

Feb 2024 – Feb 2026

GREENVILLE, SC

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Oct 2022 – Feb 2024

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Registration record

First registered · October 28, 2022

Years registered · 3

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NORTH AMERICAN MANAGEMENT CORP

CRD 104825 · SEC 801-5346

AUM

$1.6B

Regulatory assets under management

Employees

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 →

Introduction

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Frequently Asked Questions

What services does Yuval Ezer offer?

Yuval Ezer specializes in Financial Planning, Investment Management, Wealth Management.

What are Yuval Ezer's credentials?

Yuval Ezer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Yuval Ezer located?

Yuval Ezer is based in BOSTON, Massachusetts, last registered with NORTH AMERICAN MANAGEMENT CORP.

How does Yuval Ezer charge for services?

Yuval Ezer'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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