RIA Intelligence

NEW ENGLAND SCHOONER, INC.

CRD #129552 SEC #801-133872 PEABODY, MA 978-977-4757
SEC Registered
Total AUM
$130.8M
Discretionary
$130.8M
Employees
5
Clients
0
Accounts
336

Firm Details

Organization Type
Corporation
State of Formation
Massachusetts
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 3, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BRUZZESE, JUSTIN, TaylorICHIEF COMPLIANCE OFFICERNA Control
JACQUES, RAYMOND, PAULIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
JACQUES, RAYMOND, PAULIPRESIDENTE Control

Registrations

Federal

IA
Nov 3, 2025 REGISTERED

Notice Filings (7)

CT FL MA ME NH RI TX

Address

3 CENTENNIAL DRIVE
SUITE 300
PEABODY, MA 01960
United States
Phone: 978-977-4757