NVEST FINANCIAL, LLC
CRD #128868 SEC #801-123374 PORTSMOUTH, NH 207-985-8585
SEC Registered
Total AUM
$523.4M
Discretionary
$523.4M
Employees
15
Clients
25
Accounts
1,244
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Hampshire
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 14, 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 |
|---|---|---|---|---|
| RAFTOPOULOS, NICHOLE, DEMETRIA | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | D | Control |
| RAFTOPOULOS, NICHOLE, DEMETRIA | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | D | Control |
| RAFTOPOULOS, NICHOLE, DEMETRIA | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | D | Control |
| RAFTOPOULOS, NICHOLE, DEMETRIA | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | D | Control |
| RAFTOPOULOS, NICHOLE, DEMETRIA | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | D | Control |
| RAFTOPOULOS, NICHOLE, DEMETRIA | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | D | Control |
| RAFTOPOULOS, NICHOLE, DEMETRIA | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | D | Control |
| RAFTOPOULOS, NICHOLE, DEMETRIA | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | D | Control |
| RAFTOPOULOS, NICHOLE, DEMETRIA | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | D | Control |
| RAFTOPOULOS, NICHOLE, DEMETRIA | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | D | Control |
| RAFTOPOULOS, NICHOLE, DEMETRIA | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | D | Control |
| RAFTOPOULOS, NICHOLE, DEMETRIA | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | D | Control |
| RAFTOPOULOS, NICHOLE, DEMETRIA | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | D | Control |
| RAFTOPOULOS, NICHOLE, DEMETRIA | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | D | Control |
| RAFTOPOULOS, NICHOLE, DEMETRIA | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | D | Control |
| RAFTOPOULOS, GEORGE | I | PRESIDENT | C | Control |
| RAFTOPOULOS, GEORGE, NMN | I | PRESIDENT | C | Control |
| RAFTOPOULOS, GEORGE, NMN | I | PRESIDENT | C | Control |
| RAFTOPOULOS, GEORGE, NMN | I | PRESIDENT | C | Control |
| RAFTOPOULOS, GEORGE, NMN | I | PRESIDENT | C | Control |
| RAFTOPOULOS, GEORGE, NMN | I | PRESIDENT | C | Control |
| RAFTOPOULOS, GEORGE, NMN | I | PRESIDENT | C | Control |
| RAFTOPOULOS, GEORGE, NMN | I | PRESIDENT | C | Control |
| RAFTOPOULOS, GEORGE, NMN | I | PRESIDENT | C | Control |
| RAFTOPOULOS, GEORGE, NMN | I | PRESIDENT | C | Control |
| RAFTOPOULOS, GEORGE, NMN | I | PRESIDENT | C | Control |
| RAFTOPOULOS, GEORGE, NMN | I | PRESIDENT | C | Control |
| RAFTOPOULOS, GEORGE, NMN | I | PRESIDENT | C | Control |
| RAFTOPOULOS, GEORGE, NMN | I | PRESIDENT | C | Control |
| RAFTOPOULOS, GEORGE, NMN | I | PRESIDENT | C | Control |
Registrations
Federal
IA
Aug 14, 2025 REGISTERED
Notice Filings (11)
CA CT FL LA MA ME NC NH NY SC TX
Address
TWO INTERNATIONAL DRIVESUITE 110
PORTSMOUTH, NH 03801
United States
Phone: 207-985-8585