# NORTHEAST FINANCIAL CONSULTANTS, LLC

NORTHEAST FINANCIAL CONSULTANTS, LLC of WESTPORT, CT is an SEC-registered investment adviser.

## Registration

- CRD: 110361
- Type: SEC-registered investment adviser
- SEC file number: 801-60134
- Location: 518-B RIVERSIDE AVENUE, 2ND FLOOR, WESTPORT, CT, 06880-0630
- Phone: 203-226-8997
- Latest filing: 2025-09-09
- Regulatory AUM: $4.6B
- Discretionary AUM: $4.6B
- Non-discretionary AUM: $4.5M
- Clients: 8
- Accounts: 1,596

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Elwood Brian Davis | PRESIDENT, MANAGER, | — |
| Catherine Lee Davis | VICE PRESIDENT, TREASURER | — |
| Patrice Swan Reilly | CHIEF COMPLIANCE OFFICER; SECRETARY; VP | — |
| DAVIS ELWOOD BRIAN | CHIEF COMPLIANCE OFFICER; PRESIDENT; PRESIDENT, MANAGER (+2 more) | — |
| DAVIS CATHERINE LEE | SECRETARY; VICE PRESIDENT, TREASURER; VICE PRESIDENT, TREASURER, TRUSTEE, SHAREHOLDER NON-VOTING | — |
| REILLY PATRICE SWAN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER; CHIEF OPERATIONS OFC; SECRETARY; VP; CHIEF COMPLIANCE OFFICER; CHIEF OPERATIONS OFFICER (+2 more) | — |
| BEWKES EUGENE GARRETT | TRUSTEE | — |
| PATTEN SCOTT GOWELL | SHAREHOLDER NON-VOTING | — |
| DUVALL ELIZABETH REESE | DIR. OF CLIENT SERVICE, SHAREHOLDER NON-VOTING | — |
| Curwen Kasia H | SHAREHOLDER NON-VOTING | — |
| ROSSETTI FRANK DOMINICK | SHAREHOLDER NON-VOTING | — |
| DEPASQUALE GLENN DAVID | SHAREHOLDER NON-VOTING | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110361/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110361/similar
- Related entities: https://search.stillhousedata.com/firm/110361/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110361

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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.