Nancy
Mulligan

Northeast Investment Management Inc

CRD#3227676
Investment Advisor
in Boston, MA

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About this Advisor

Nancy Mulligan is a financial advisor based in Boston, Massachusetts, working with Northeast Investment Management Inc. Nancy has previously held positions at Northeast Investment Management, Inc, Northeast Management & Research Co., Inc, and Northeast Investors Growth Fund. Nancy has passed the Series 63 regulatory exam and is registered to provide services in Massachusetts and Texas. Currently, Nancy is part of Northeast Investment Management Inc, which operates out of Boston, Massachusetts. The firm has 1 office and 26 employees. The firm manages assets totaling $2.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Northeast Investment Management Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

100 High Street Suite 1000
Boston, MA 02110-2301

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Northeast Investment Management Inc Brokerage Details

Total Assets Under Management

$2,512,259,817

MA Average: $16,012,751,954
Total Number of Employees

26

MA Average: 118
Total Number of Accounts

1,543

MA Average: 4,567
Average Account Size

$1,628,166

MA Average: $3,506,186

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Nancy Mulligan Work History

2017 - Present (7 years)

Northeast Investors Growth Fund

2017 - Present (7 years)

Northeast Investment Management, Inc

2017 - Present (7 years)

Northeast Management & Research Co., Inc

2005 - 2017 (12 years)

Northeast Management & Research Co., Inc

1999 - 2016 (17 years)

Northeast Investment Management, Inc

1999 - 2017 (18 years)

Northeast Investors Growth Fund

Disclosures

Please visit the SEC profile of Nancy Mulligan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Northeast Investment Management Inc

Jared Ginnetty
Boston, MA
Robert Kane
Boston, MA
James Murphy
Boston, MA
Justin Oates
Boston, MA
John Lawrie
Boston, MA
Christopher Harris
Boston, MA
Daniel Costa
Boston, MA
John Francini
Boston, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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