# NVEST FINANCIAL, LLC

NVEST FINANCIAL, LLC of PORTSMOUTH, NH is an SEC-registered investment adviser.

## Registration

- CRD: 128868
- Type: SEC-registered investment adviser
- SEC file number: 801-123374
- Location: TWO INTERNATIONAL DRIVE, SUITE 110, PORTSMOUTH, NH, 03801
- Phone: 207-985-8585
- Latest filing: 2026-03-24
- Regulatory AUM: $688.3M
- Discretionary AUM: $688.3M
- Clients: 16
- Accounts: 2,066

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Nichole Demetria Raftopoulos | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | — |
| George Nmn Raftopoulos | PRESIDENT | — |
| RAFTOPOULOS GEORGE | PRESIDENT | — |
| RAFTOPOULOS NICHOLE DEMETRIA | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | — |
| RAFTOPOULOS GEORGE NMN | PRESIDENT | — |


## Disclosures (6)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2021-01-04 | regulatory | DURING THE PERIOD FEBRUARY 8, 2020 THROUGH DECEMBER 24, 2020, NVEST OPERATED AN ADDITIONAL BRANCH OFFICE LOCATION IN BOSTON, MASSACHUSETTS WHILE SEEKING REGISTRATION AS AN INVESTMENT ADVISER IN MASSACHUSETTS. ON JANUARY 4, 2021, WITHOUT ADMITTING OR DENYING THE ALLEGATIONS CONTAINED THEREIN, NVEST E… | Final | $7K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/128868/brochure
- Similar advisers: https://search.stillhousedata.com/firm/128868/similar
- Related entities: https://search.stillhousedata.com/firm/128868/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/128868

---

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.