FIRST NATIONAL ADVISORS LLC
CRD #120859 SEC #801-66086 ROCKLAND, MA 781-878-7757
SEC Registered
Total AUM
$1.4B
Discretionary
$1.3B
Employees
10
Clients
10
Accounts
2,337
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 6, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HEBERT, MICHAEL, SCOTT | I | CHIEF OPERATING OFFICER | NA | Control |
| HEBERT, MICHAEL, SCOTT | I | CHIEF OPERATING OFFICER | NA | Control |
| SKOLNICK, JASON, TODD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SKOLNICK, JASON, TODD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SKOLNICK, JASON, TODD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SKOLNICK, JASON, TODD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SKOLNICK, JASON, TODD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GOULDING, ROBERT, E | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GOULDING, ROBERT, E | I | PRESIDENT | E | Control |
| GOULDING, ROBERT, E | I | PRESIDENT, CCO | E | Control |
| GOULDING, ROBERT, E | I | PRESIDENT | E | Control |
| GOULDING, ROBERT, E | I | PRESIDENT | E | Control |
| GOULDING, ROBERT, E | I | PRESIDENT | E | Control |
| HEBERT, MICHAEL, SCOTT | I | CHIEF OPERATING OFFICER | D | Control |
| HEBERT, MICHAEL, SCOTT | I | CHIEF OPERATING OFFICER | D | Control |
| HEBERT, MICHAEL, SCOTT | I | CHIEF OPERATING OFFICER | D | Control |
| HEBERT, MICHAEL, SCOTT | I | CHIEF OPERATING OFFICER | D | Control |
| HEBERT, MICHAEL, SCOTT | I | CHIEF OPERATING OFFICER | D | Control |
| HEBERT, MICHAEL, SCOTT | I | CHIEF OPERATING OFFICER | D | Control |
| HEBERT, MICHAEL, SCOTT | I | CHIEF OPERATING OFFICER | D | Control |
| HEBERT, MICHAEL, SCOTT | I | CHIEF OPERATING OFFICER | D | Control |
| HEBERT, MICHAEL, SCOTT | I | CHIEF OPERATING OFFICER | D | Control |
| HEBERT, MICHAEL, SCOTT | I | CHIEF OPERATING OFFICER | D | Control |
| HEBERT, MICHAEL, SCOTT | I | CHIEF OPERATING OFFICER | D | Control |
| HEBERT, MICHAEL, SCOTT | I | CHIEF OPERATING OFFICER | D | Control |
| HEBERT, MICHAEL, SCOTT | I | CHIEF OPERATING OFFICER | D | Control |
| HEBERT, MICHAEL, SCOTT | I | CHIEF OPERATING OFFICER | D | Control |
| HEBERT, MICHAEL, SCOTT | I | CHIEF OPERATING OFFICER | D | Control |
| HEBERT, MICHAEL, SCOTT | I | CHIEF OPERATING OFFICER | D | Control |
| HEBERT, MICHAEL, SCOTT | I | CHIEF OPERATING OFFICER | D | Control |
| HEBERT, MICHAEL, SCOTT | I | CHIEF OPERATING OFFICER | D | Control |
| HEBERT, MICHAEL, SCOTT | I | CHIEF OPERATING OFFICER | D | Control |
| HEBERT, MICHAEL, SCOTT | I | CHIEF OPERATING OFFICER | D | Control |
| HEBERT, MICHAEL, SCOTT | I | CHIEF OPERATING OFFICER | D | Control |
| HEBERT, MICHAEL, SCOTT | I | CHIEF OPERATING OFFICER | D | Control |
| HEBERT, MICHAEL, SCOTT | I | CHIEF OPERATING OFFICER | D | Control |
| HEBERT, MICHAEL, SCOTT | I | CHIEF OPERATING OFFICER | D | Control |
| HEBERT, MICHAEL, SCOTT | I | CHIEF OPERATING OFFICER | D | Control |
| HEBERT, MICHAEL, SCOTT | I | CHIEF OPERATING OFFICER | D | Control |
| SKOLNICK, JASON, TODD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SKOLNICK, JASON, TODD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SKOLNICK, JASON, TODD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SKOLNICK, JASON, TODD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SKOLNICK, JASON, TODD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SKOLNICK, JASON, TODD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SKOLNICK, JASON, TODD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SKOLNICK, JASON, TODD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SKOLNICK, JASON, TODD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SKOLNICK, JASON, TODD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SKOLNICK, JASON, TODD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SKOLNICK, JASON, TODD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SKOLNICK, JASON, TODD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SKOLNICK, JASON, TODD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SKOLNICK, JASON, TODD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SKOLNICK, JASON, TODD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SKOLNICK, JASON, TODD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SKOLNICK, JASON, TODD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SKOLNICK, JASON, TODD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SKOLNICK, JASON, TODD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SKOLNICK, JASON, TODD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SKOLNICK, JASON, TODD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SKOLNICK, JASON, TODD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SKOLNICK, JASON, TODD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SKOLNICK, JASON, TODD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SKOLNICK, JASON, TODD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| GOULDING, ROBERT, E | I | PRESIDENT | C | Control |
| HEBERT, MICHAEL, SCOTT | I | CHIEF OPERATING OFFICER | C | Control |
| JSSQUARED HOLDINGS LLC | DE | OWNER | C | Control |
| JSSQUARED HOLDINGS LLC | DE | OWNER | C | Control |
| M&M FNA HOLDINGS LLC | DE | OWNER | C | Control |
| M&M FNA HOLDINGS LLC | DE | OWNER | C | Control |
| SKOLNICK, JASON, TODD | I | CHIEF COMPLIANCE OFFICER | C | Control |
| A&J FNA HOLDINGS | DE | OWNER | A | |
| A&J FNA HOLDINGS | DE | OWNER | A | |
| KMS FNA HOLDINGS LLC | DE | OWNER | A | |
| KMS FNA HOLDINGS LLC | DE | OWNER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HEBERT, MICHAEL, SCOTT | I | M&M FNA HOLDINGS LLC | E | Control |
| OLIVER, ALEX, EDWARD | I | A&J FNA HOLDINGS | E | Control |
| SEROPIAN, KENNETH, GEORGE | I | KMS FNA HOLDINGS LLC | E | Control |
| SKOLNICK, JASON, TODD | I | JSSQUARED HOLDINGS LLC | E | Control |
Registrations
Federal
IA
Feb 6, 2025 REGISTERED
Notice Filings (20)
AZ CA CT FL GA HI IL MA ME NC NE NH NJ NY OR PA RI TX VA VT
Address
300 LEDGEWOOD PLACESUITE 101
ROCKLAND, MA 02370
United States
Phone: 781-878-7757