Kevin E. Norwood
Investment adviser representative at New England Schooner, Inc.
19 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$165.2MFirm assets
Are you Kevin E. Norwood? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- New England Schooner, Inc.May 2010 to now
- Royal Alliance Associates, Inc.Apr 2007 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 3 states (MA, ME, TX).
New England Schooner, Inc.
$165.2MAssets managed
320Clients
4Advisers
1 yearIn 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
- 4461801
- Firm CRD
- 129552