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Philip Anthony Noonan

Contravisory Investment Management, Inc.

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About Philip Anthony Noonan

Philip Anthony Noonan is an Investment Advisor Representative registered with Contravisory Investment Management, Inc., a firm based in Norwell, Massachusetts. Philip has been with Contravisory since January 1999. Philip has also been registered as an Investment Advisor Representative in Texas since March 2006. Prior to his current role, Philip worked at Fidelity Investments Institutional Services Company, Inc. in Smithfield, Rhode Island and MFS Fund Distributors, Inc. and MFS Financial Services, Inc. both in Boston, Massachusetts. Philip holds the Series 6, 63, and 65 licenses.

Firm Information

Philip Noonan is currently registered with Contravisory Investment Management, Inc.. Contravisory Investment Management, Inc. is an investment firm headquartered in Norwell, MA. They specialize in providing financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and security ratings. They manage approximately $551 million in assets for a variety of clients, including high-net-worth individuals, charitable organizations, corporations, pension and profit-sharing plans, and pooled investment vehicles.
Contravisory Investment Management, Inc.

120 LONGWATER DRIVE

NORWELL, MA 02061

$551.03M

Assets Under Management

2

Total Clients

4

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Philip Noonan’s Registration & Firm History

MA

03/27/2006 - Present

Contravisory Investment Management, Inc. (Norwell MA)

RI

01/18/1996 - 02/05/1999

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

MA

12/06/1994 - 01/05/1996

MFS FUND DISTRIBUTORS, INC. (BOSTON MA)

MA

07/15/1994 - 12/31/1994

MFS FINANCIAL SERVICES, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 03/01/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/30/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/14/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Philip Anthony Noonan.
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