# EASTERN POINT ADVISORS INC.

EASTERN POINT ADVISORS INC. of LYNNFIELD, MA is an SEC-registered investment adviser.

## Registration

- CRD: 107123
- Type: SEC-registered investment adviser
- SEC file number: 801-48771
- Location: 230 BROADWAY, LYNNFIELD, MA, 01940
- Phone: 800-462-4610
- Latest filing: 2007-07-30
- Regulatory AUM: $17.0M
- Discretionary AUM: $17.0M
- Clients: 6
- Accounts: 500

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| WELLER C DAVID | CHIEF LEGAL OFFICER; EXECUTIVE DIRECTOR | — |
| CHARLES THEODORE EVERETT | CHAIRMAN; CHIEF EXECUTIVE OFFICER; DIRECTOR | — |
| MURPHY TIMOTHY BOYLE | PRESIDENT; VICE PRESIDENT | — |
| NESTOR JAMES MICHAEL | CHIEF COMPLIANCE OFFICER; COMPLIANCE OFFICER | — |
| CHARLES JANICE MARY | CLERK AND DIRECTOR | — |
| GLOECKNER LOUIS GREGORY | PRESIDENT | — |
| SEARS FREDERICK FULTON | CHIEF INVESTMENT OFFICER | — |
| BERNARD GEORGE | VP OF ADVISORY BUSINESS | NEW YORK, NY |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107123/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107123/similar
- Related entities: https://search.stillhousedata.com/firm/107123/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107123

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.