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Joseph James Trainor

BOSTON HILL ADVISORS, LLC·NORTH ANDOVER, Massachusetts
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100 ANDOVER BYPASS STREET, NORTH ANDOVER, MA 01845CRD# 3030875Firm CRD# 141306
01

About

Joseph James Trainor is a registered financial advisor based in NORTH ANDOVER, Massachusetts, affiliated with BOSTON HILL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BOSTON HILL ADVISORS, LLC
BOSTON HILL ADVISORS, LLC
AUM
$988M
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at BOSTON HILL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3030875
Firm CRD# 141306
1 disclosure on file
View on FINRA BrokerCheck →

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05

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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Other advisors in NORTH ANDOVER
Brian Christopher Pirri — NEIRG WEALTH MANAGEMENT, LLCJeffrey David Slater — MUNICREST INVESTMENT MANAGEMENT COMPANY, LLCSamuel James Conte — MASSACHUSETTS WEALTH MANAGEMENT, LLCNicholas John Giacoumakis — NEIRG WEALTH MANAGEMENT, LLCDennis Michael Galvin — NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC.
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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