Unclaimed Profile

Joseph James Trainor

BOSTON HILL ADVISORS, LLC·NORTH ANDOVER, Massachusetts

Series 6, Series 7, Series 24, Series 26, Series 63Clean record27 years registeredBOSTON HILL ADVISORS, LLC

100 ANDOVER BYPASS STREET, NORTH ANDOVER, MA 01845CRD# 3030875Firm CRD# 141306

Profile Verification

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

Identity

Joseph James Trainor · NORTH ANDOVER, MA

Registration

CRD #3030875 · BOSTON HILL ADVISORS, LLC · 27 years registered

Brand Profile

Not yet started

Career History

HIGHTOWER ADVISORS, LLC

Aug 2023 – present

MUNICREST INVESTMENT MANAGEMENT COMPANY, LLC

Jan 2012 – Nov 2022

NORTH ANDOVER, MA

BOSTON HILL ADVISORS, LLC

Apr 2008 – Nov 2023

NORTH ANDOVER, MA

MFS INSTITUTIONAL ADVISORS INC.

Jan 1999 – Jan 2004

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 26

Series 63

Registration record

First registered · January 1, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BOSTON HILL ADVISORS, LLC

CRD 141306 · SEC 801-67048

AUM

$988M

Regulatory assets under management

Employees

3,383 client accounts

Services offered by BOSTON HILL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BOSTON HILL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Joseph James Trainor offer?

Joseph James Trainor specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORTH ANDOVER, Massachusetts for a consultation.

What are Joseph James Trainor's credentials?

Joseph James Trainor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph James Trainor located?

Joseph James Trainor is based in NORTH ANDOVER, Massachusetts, working with BOSTON HILL ADVISORS, LLC. Their office serves clients in the NORTH ANDOVER metropolitan area and surrounding communities.

How does Joseph James Trainor charge for services?

Joseph James Trainor's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BOSTON HILL ADVISORS, LLC?

BOSTON HILL ADVISORS, LLC has approximately 20 employees and manages $988M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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