# NATIONAL FINANCIAL SERVICES, LLC

NATIONAL FINANCIAL SERVICES, LLC of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 13041
- Type: SEC-registered investment adviser
- SEC file number: 801-50706
- Location: 245 SUMMER STREET, MAIL ZONE Z2H, BOSTON, MA, 02210
- Phone: 617-563-8300
- Latest filing: 2022-03-30
- Clients: 2,100

## Officers, owners & control persons (47)

_Showing 25 of 47 people._

| Name | Role | Location |
| --- | --- | --- |
| [Larsen Robert](https://search.stillhousedata.com/person/99685) | CHIEF LEGAL COUNSEL; CHIEF LEGAL COUNSEL - BD; CHIEF LEGAL COUNSEL - BD & GENERAL COUNSEL/SECRETARY - IA | IRVINE, CA |
| [Adams W John](https://search.stillhousedata.com/person/242256) | CHIEF OPERATIONS OFFICER/ELECTED MANAGER | Orange, CA |
| [OBRIEN KEVIN JOHN](https://search.stillhousedata.com/person/731019) | CHIEF COMPLIANCE OFFICER; COMPLIANCE OFFICER; COMPLIANCE OFFICER - BD | — |
| [SERVISON ROGER THEODORE](https://search.stillhousedata.com/person/740767) | DIRECTOR; ELECTED MANAGER | — |
| [WALLACE JEFFREY SCOTT SR](https://search.stillhousedata.com/person/742282) | VP & CHIEF FINANCIAL OFFICER - IA | — |
| [HOLLENBECK MARTIN FRANCIS](https://search.stillhousedata.com/person/749316) | CROP | — |
| [MALO NORMAN ROBERT](https://search.stillhousedata.com/person/749610) | PRESIDENT, CEO, COO, DIRECTOR; PRESIDENT, CEO, COO, DIRECTOR - BD & IA; PRESIDENT, CEO, DIRECTOR | — |
| [WASS JOHN GREGORY](https://search.stillhousedata.com/person/749611) | ASSISTANT TREASURER - BD | — |
| [MCCOLGAN ELLYN ANN](https://search.stillhousedata.com/person/749612) | DIRECTOR; DIRECTOR - BD | — |
| [RASH TAMI](https://search.stillhousedata.com/person/749613) | SENIOR VICE PRESIDENT/TREASURER | — |
| [MCGRAW GERARD J](https://search.stillhousedata.com/person/749614) | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER/DIRECTOR; CHIEF OPERATIONS OFFICER (+1 more) | — |
| [SAPERSTEIN KAREN](https://search.stillhousedata.com/person/749615) | CHIEF LEGAL COUNSEL- BD; CHIEF LEGAL OFFICER | — |
| [LUX THOMAS DOMINIC](https://search.stillhousedata.com/person/749616) | CHIEF FINANCIAL OFFICER | — |
| [HAGGERTY MARK ANDREW](https://search.stillhousedata.com/person/749617) | EXECUTIVE VICE PRESIDENT; PRESIDENT, FCMS DIVISION; PRESIDENT, FCMS DIVISION/DIRECTOR (+1 more) | — |
| [LOTARDO GREGORY STEPHEN](https://search.stillhousedata.com/person/749618) | SROP; SROP - BD | — |
| [MOORE ROBERT EMMETT](https://search.stillhousedata.com/person/755936) | HEAD OF EQUITY TRADING AT FCM | — |
| [DIFAZIO ROBERT K](https://search.stillhousedata.com/person/755937) | FIDELITY CAPITAL MARKETS PRESIDENT; NATIONAL FINANCIAL MARKETS GROUP - PRESIDENT | — |
| [MIRCHANDANI SANJIV HIRO](https://search.stillhousedata.com/person/756362) | PRESIDENT/DIRECTOR | — |
| [LAGARCE JEFFERY PAUL](https://search.stillhousedata.com/person/762044) | CHIEF EXECUTIVE OFFICER/DIRECTOR; CHIEF EXECUTIVE OFFICER/ELECTED MANAGER | — |
| [ASHKENAS NORMAN LEE](https://search.stillhousedata.com/person/762195) | COMPLIANCE OFFICER - IA | — |
| [LYONS JOHN JOSEPH](https://search.stillhousedata.com/person/762278) | CHIEF FINANCIAL OFFICER | — |
| [EYSSALLENNE DIANNE MARIE](https://search.stillhousedata.com/person/762510) | CROP; CROP - BD | — |
| [O'BRIEN TIMOTHY WILLIAM JOHN](https://search.stillhousedata.com/person/763705) | CHIEF COMPLIANCE OFFICER | — |
| [DURBIN MICHAEL ROSS](https://search.stillhousedata.com/person/767237) | CHIEF EXECUTIVE OFFICER/ELECTED MANAGER | — |
| [GUANERI PAUL GERARD](https://search.stillhousedata.com/person/767522) | CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/13041/brochure
- Similar advisers: https://search.stillhousedata.com/firm/13041/similar
- Related entities: https://search.stillhousedata.com/firm/13041/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/13041

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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.