RIA Intelligence

NEW ENGLAND CAPITAL PLANNERS, INC.

CRD #109708 SEC #801-111923 AVON, CT 860-676-9977
SEC Registered
Total AUM
$151.5M
Discretionary
$81.5M
Employees
5
Clients
101
Accounts
222

Firm Details

Organization Type
Corporation
State of Formation
Connecticut
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 25, 2020
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DISORBO, ANTONIOIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
DISORBO, ANTONIOIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
DISORBO, ANTONIOIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
DISORBO, ANTONIOIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
DISORBO, ANTONIOIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
DISORBO, ANTONIOIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Jun 25, 2020 REGISTERED

Notice Filings (2)

CT MA

Address

152 SIMSBURY RD.
BUILDING 9
AVON, CT 06001
United States
Phone: 860-676-9977