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Justin E Oates

Northeast Investment Management Inc.

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About Justin E Oates

Justin E. Oates is an investment advisor representative registered with Northeast Investment Management Inc., a firm with headquarters in Boston, MA. He has been working in this industry since 2011. The individual has been a Certified Financial Planner since 2011.

Firm Information

Justin Oates is currently registered with Northeast Investment Management Inc.. Northeast Investment Management Inc. is an investment advisor based in Boston, Massachusetts. The firm provides portfolio management services for individuals and corporations, with approximately $2.94 billion in regulatory assets under management. The firm serves a variety of clients, including high-net-worth individuals, charitable organizations, non-profit organizations, and corporations. Northeast Investment Management Inc. is also a participant in wrap fee programs.
Northeast Investment Management Inc.

24 FEDERAL STREET

BOSTON, MA 02110-2516

$2.94B

Assets Under Management

69

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Justin Oates’s Registration & Firm History

MA

03/12/2020 - Present

Northeast Investment Management Inc. (BOSTON MA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Justin E Oates.
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