NORTHEAST FINANCIAL CONSULTANTS, LLC of WESTPORT, CT is an SEC-registered investment adviser (CRD 110361). Regulatory assets under management: $4.6B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| 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 | — |