Northeast Investment Group Employee Directory

Q: What is Northeast Investment Group known for?

Northeast Investment Group was founded in 2007. Northeast Investment Group operates in the Financial Services industry.

Q: How many employees does Northeast Investment Group have currently?

Northeast Investment Group has approximately 14 employees.

Financial ServicesUnited States11-50 Employees

Through life’s ups and downs, the Northeast Investment Group is here with real-life wealth management services so you can easily and confidently make sense of your finances in today’s complex world.

To us, you’re not just a client. You’re a part of our family. That’s why we make it convenient for you to get the education and guidance you need to make important decisions as you grow your wealth.

Our financial services, resources and tools are optimized using technology that’s easy to use so it fits today’s fast evolving standards and busy lifestyles. Now you can stay on top of your finances no matter where you go – we’re just a Wi-Fi connection or phone call away. Plus we’ll make sure to stay in touch through regularly scheduled meetings so you know where you stand financially every step of the way.

The Northeast Investment Group has experience advising individuals, business owners, professionals, retirees and their families for over 75 years collectively.

Simply put – we’re in this with you for the long run.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Private Wealth Services, LLC. Northeast Investment Group is a member firm of Kestra Private Services, LLC, an affiliate of Kestra IS. Northeast Investment Group and Kestra IS are not affiliated.

This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed or additional information, please contact our Compliance Department at 844-553-7872.

www.finra.org
www.spic.org

Find Northeast Investment Group employees' phone numbers or email addresses

Northeast Investment Group Global Highlights

North America
8

United States Of America
8

Northeast Investment Group's Leadership

L. D.
Managing Partner, Wealth Advisor
Mobile Phone
Email
J. R.
Managing Partner, Wealth Advisor
Mobile Phone
Email
R. H. S.
Managing Partner | Wealth Advisor
Mobile Phone
Email
J. M. B.
Managing Partner - Wealth Advisor
Mobile Phone
Email
D. S.
Partner Wealth Advisor
Mobile Phone
Email
K. A.
Client Relationship Manager
Mobile Phone
Email
A. L. C. F. F.
Certified Financial Fiduciary®
Mobile Phone
Email
A. L.
Financial Advisors
Mobile Phone
Email

Contact profiles from Northeast Investment Group

Name

Title

Contact Info

Location

Last Update

L. D.
Managing Partner, Wealth Advisor
Mobile Phone
Email
United StatesMassachusetts
Sep 08, 2025
J. R.
Managing Partner, Wealth Advisor
Mobile Phone
Email
United StatesMassachusetts
Oct 20, 2025
R. H. S.
Managing Partner | Wealth Advisor
Mobile Phone
Email
United StatesMassachusetts
Sep 11, 2025
J. M. B.
Managing Partner - Wealth Advisor
Mobile Phone
Email
United StatesRhode Island
Sep 09, 2025
D. S.
Partner Wealth Advisor
Mobile Phone
Email
United StatesRhode Island
Nov 15, 2025
K. A.
Client Relationship Manager
Mobile Phone
Email
United States
Nov 10, 2025
A. L. C. F. F.
Certified Financial Fiduciary®
Mobile Phone
Email
United StatesRhode Island
Oct 23, 2025
A. L.
Financial Advisors
Mobile Phone
Email
United StatesRhode Island
Aug 01, 2024

Frequently Asked Questions

What is Northeast Investment Group known for?

Northeast Investment Group was founded in 2007 operates in the Financial Services industry. The company's main headquarters is located in 1000 Chapel View Blvd, Cranston, Rhode Island 02920, US. Explore Northeast Investment Group's company overview page for more information.

What is Northeast Investment Group's most common email format?

Northeast Investment Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Northeast Investment Group email formats with LeadIQ.

How many employees does Northeast Investment Group have currently?

Northeast Investment Group has approximately 14 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Northeast Investment Group's key employees and leadership?

As of December 2025, Northeast Investment Group's key employees include:

Managing Partner, Wealth Advisor: L. D.
Managing Partner, Wealth Advisor: J. R.
Managing Partner | Wealth Advisor: R. H. S.
Managing Partner - Wealth Advisor: J. M. B.
Partner Wealth Advisor: D. S.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking