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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

  • Stylized image of a person
    L. D.
    Managing Partner, Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. R.
    Managing Partner, Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. H. S.
    Managing Partner | Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. M. B.
    Managing Partner - Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. S.
    Partner Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. A.
    Client Relationship Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. L. C. F. F.
    Certified Financial Fiduciary®
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. L.
    Financial Advisors
    Phone icon
    Mobile Phone

Northeast Investment Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Northeast Investment Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    L. D.
    Managing Partner, Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Sep 08, 2025
  • Stylized image of a person
    J. R.
    Managing Partner, Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Oct 20, 2025
  • Stylized image of a person
    R. H. S.
    Managing Partner | Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Sep 11, 2025
  • Stylized image of a person
    J. M. B.
    Managing Partner - Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesRhode Island
    Feb 20, 2026
  • Stylized image of a person
    D. S.
    Partner Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesRhode Island
    Nov 15, 2025
  • Stylized image of a person
    K. A.
    Client Relationship Manager
    Phone icon
    Mobile Phone
    United States
    May 28, 2026
  • Stylized image of a person
    A. L. C. F. F.
    Certified Financial Fiduciary®
    Phone icon
    Mobile Phone
    United StatesRhode Island
    Apr 08, 2026
  • Stylized image of a person
    A. L.
    Financial Advisors
    Phone icon
    Mobile Phone
    United StatesRhode 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 operates in the Financial Services industry. The company's main headquarters is located in 1000 Chapel View Boulevard Cranston, Rhode Island 02920 United States. 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 . 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 13 employees as of May 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

As of May 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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