AdvisorOS Directory
Claim Profile
Unclaimed Profile
WN

William Mark Noonan

CONTRAVISORY INVESTMENT MANAGEMENT, INC.·NORWELL, Massachusetts
Series 6, Series 7, Series 63, Series 65Clean record16 years registeredCONTRAVISORY INVESTMENT MANAGEMENT, INC.
120 LONGWATER DRIVE, NORWELL, MA 02061CRD# 2305282Firm CRD# 109767

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Mark Noonan · NORWELL, MA
Registration
CRD #2305282 · CONTRAVISORY INVESTMENT MANAGEMENT, INC. · 16 years registered
Brand Profile
Not yet started
01

Career History

CONTRAVISORY INVESTMENT MANAGEMENT, INC.
Sep 2009 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · September 30, 2009
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CONTRAVISORY INVESTMENT MANAGEMENT, INC.
CRD 109767 · SEC 801-9168
AUM
$551M
Regulatory assets under management
Employees
6
559 client accounts
Services offered by CONTRAVISORY INVESTMENT MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Educational seminars/workshops
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at CONTRAVISORY INVESTMENT MANAGEMENT, INC. →
Introduction

Speak with William

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if William is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in NORWELL?

Browse all registered financial advisors in NORWELL, Massachusetts or claim this profile if it's yours.

Browse NORWELL AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does William Mark Noonan offer?
William Mark Noonan specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management, Financial Education. Contact their office in NORWELL, Massachusetts for a consultation.
What are William Mark Noonan's credentials?
William Mark Noonan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Mark Noonan located?
William Mark Noonan is based in NORWELL, Massachusetts, working with CONTRAVISORY INVESTMENT MANAGEMENT, INC.. Their office serves clients in the NORWELL metropolitan area and surrounding communities.
How does William Mark Noonan charge for services?
William Mark Noonan'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 CONTRAVISORY INVESTMENT MANAGEMENT, INC.?
CONTRAVISORY INVESTMENT MANAGEMENT, INC. has approximately 6 employees and manages $551M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CONTRAVISORY INVESTMENT MANAGEMENT, INC.

Philip Anthony Noonan
NORWELL, MA
Matthew Brian Sullivan
NORWELL, MA

More Advisors in NORWELL, Massachusetts

Henry Calvin Place
DIVERSIFIED FINANCIAL MANAGEMENT ASSOCIATES, INC.·NORWELL, MA
Gregory Zaic
NEXUS INVESTMENT COMPANY, LLC·NORWELL, MA
Matthew Philip Havens
GLOBAL VISION ADVISORS LLC·NORWELL, MA
CFP
Robert Paul Mccarthy
KBC HOLDINGS LLC·NORWELL, MA
Thomas Phillip Holland
GLOBAL VISION ADVISORS LLC·NORWELL, MA
CFP
William Nicholas Mckenna
DIVERSIFIED FINANCIAL MANAGEMENT INC.·NORWELL, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
City Guides
BOSTON GuideWELLESLEY GuideWALTHAM GuideBRAINTREE GuideSPRINGFIELD Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile