NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC

SOUTH MERIDEN, Connecticut·3 registered advisors·CRD# 109203
SEC# 801-571220203-935-0265
01

Firm Overview

AUM
$529M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC

3 registered advisors
Christopher Michael Lee
SOUTH MERIDEN, Connecticut
Christopher William Beale
SOUTH MERIDEN, Connecticut
Darren M Tapley
SOUTH MERIDEN, Connecticut
05

Office Locations

SOUTH MERIDEN, Connecticut
3 advisors

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Data sourced from SEC Form ADV filings. NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC (CRD# 109203) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.