Timothy
Grogan

New England Schooner, Inc

CRD#5344213
Investment Advisor
in Peabody, MA

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About this Advisor

Timothy Grogan is an advisor based in Peabody, Massachusetts. Currently a registered financial advisor with New England Schooner, Inc, they have accrued 12 years of professional experience as a financial advisor. Grogan maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Grogan is able to work with clients in Maine and Massachusetts. The advisor has gained experience at Royal Alliance Associates Inc, New England Schooner, Inc and Tom Grogan. New England Schooner, Inc is headquartered in Peabody, Massachusetts. None of the advisory firm's clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in assets.

Certifications and Registrations

Series 63, Series 65

Years of Experience

13 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 13 years of experience.

2017 - Present (3 years)

New England Schooner, Inc

2007 - Present (13 years)

Royal Alliance Associates Inc

2007 - Present (13 years)

Tom Grogan

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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