Nancy Marie Mulligan
Investment adviser representative at Northeast Investment Management Inc
27 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$3.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
27 years in the industry.
- Northeast Management & Research Co., Inc.Jan 2005 to now
- Northeast Investment Management, IncApr 1999 to now
- Northeast Investors Growth FundApr 1999 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Northeast Investment Management Inc
$3.3BAssets managed
1,651Clients
9Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3227676
- Firm CRD
- 105051