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Northeast Investment Group Employee Directory

Financial ServicesRhode Island, United States11-50 Employees

Based in Cranston, Rhode Island, Northeast Investment Group operates in the financial services sector, specializing in wealth management and financial guidance. The firm serves individuals, business owners, professionals, retirees and families, helping them understand and navigate their finances in a complex environment. It emphasizes accessible, technology-enabled service and maintains regular meetings to keep clients informed about their financial status, with the aim of supporting long-term wealth growth. Collectively, the team has more than 75 years of experience advising clients across various life stages.

Securities are offered through Kestra Investment Services, LLC, and investment advisory services through Kestra Private Wealth Services, LLC. Northeast Investment Group is a member firm of Kestra Private Services, LLC, an affiliate of Kestra IS, and the firm itself is not affiliated with Kestra IS.

Find Northeast Investment Group employees' phone numbers or email addresses

Northeast Investment Group Global Highlights

Location
Employees

North America
8

Minus sign iconPlus sign icon
  • United States Of America
    8

Northeast Investment Group's Leadership

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

Northeast Investment Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Northeast Investment Group

Name
Title
Contact
Location
Last Update
  • Managing Partner, Wealth Advisor at Northeast Investment Group
    L. D.
    Managing Partner, Wealth Advisor
    Mobile Phone
    United States, Massachusetts
    Sep 08, 2025
  • Managing Partner, Wealth Advisor at Northeast Investment Group
    J. R.
    Managing Partner, Wealth Advisor
    Mobile Phone
    United States, Massachusetts
    Oct 20, 2025
  • Managing Partner | Wealth Advisor at Northeast Investment Group
    R. H. S.
    Managing Partner | Wealth Advisor
    Mobile Phone
    United States, Massachusetts
    Sep 11, 2025
  • Managing Partner - Wealth Advisor at Northeast Investment Group
    J. M. B.
    Managing Partner - Wealth Advisor
    Mobile Phone
    United States, Rhode Island
    Feb 20, 2026
  • Partner Wealth Advisor at Northeast Investment Group
    D. S.
    Partner Wealth Advisor
    Mobile Phone
    United States, Rhode Island
    Nov 15, 2025
  • Client Relationship Manager at Northeast Investment Group
    K. A.
    Client Relationship Manager
    Mobile Phone
    United States
    May 28, 2026
  • Certified Financial Fiduciary® at Northeast Investment Group
    A. L. C. F. F.
    Certified Financial Fiduciary®
    Mobile Phone
    United States, Rhode Island
    Apr 08, 2026
  • Financial Advisors at Northeast Investment Group
    A. L.
    Financial Advisors
    Mobile Phone
    United States, Rhode Island
    Aug 01, 2024

Frequently Asked Questions

What is Northeast Investment Group known for?

Minus sign iconPlus sign iconNortheast Investment Group was founded in 2007 and operates in the Financial Services industry. Explore Northeast Investment Group's company overview page for more information.

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

Minus sign iconPlus sign iconNortheast Investment Group employees' email format typically follows the pattern of First@northeastinvestmentgroup.com. 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?

Minus sign iconPlus sign iconNortheast Investment Group has approximately 14 employees as of October 2026. These team members are located across 1 continents, including North America.

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

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As of October 2026, 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.

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