Timothy
Grogan

New England Schooner, Inc

CRD#5344213
Investment Advisor
in Peabody, MA

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About this Advisor

Timothy Grogan is an investment advisor located in Peabody, Massachusetts. Currently a registered investment advisor at New England Schooner, Inc, Grogan has 11 years of work experience as a financial advisor. Grogan has Series 65 and Series 63 licenses, designating the advisor as both a securities agent and an investment advisor representative. Grogan can operate based out of Maine and Massachusetts. Their career trajectory has included roles at New England Schooner, Inc, Tom Grogan and Royal Alliance Associates Inc. New England Schooner, Inc is headquartered in Peabody, Massachusetts. None of the firm's clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in assets.

Certifications and Registrations

Series 65, Series 63

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

3 Centennial Drive
Peabody, MA 01960

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New England Schooner, Inc Brokerage Details

Total Assets Under Management

$93,085,112

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

5

MA Average: 118
Total Number of Accounts

661

MA Average: 4,567
Average Account Size

$140,825

MA Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Timothy Grogan Work History

Timothy has 11 years of experience.

2017 - Present (2 years)

New England Schooner, Inc

2007 - Present (12 years)

Tom Grogan

2007 - Present (12 years)

Royal Alliance Associates Inc

Disclosures

Timothy Grogan has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at New England Schooner, Inc

Timothy Grogan
Peabody, MA
John Morgan
Peabody, MA
Kevin Norwood
Peabody, MA
Stephen Taylor
Peabody, MA

This content was compiled from the SEC and FINRA.

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