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William Mark Noonan

Contravisory Investment Management, Inc.

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About William Mark Noonan

William Mark Noonan is an investment advisor representative with Contravisory Investment Management, Inc. William has been in the industry since 1993 and has a wide range of experience in the financial services industry. William specializes in portfolio management for individuals, businesses, and pooled investment vehicles. William also provides financial planning services. William is registered with the state of Massachusetts and has passed the Series 6, Series 7, and Series 65 exams.

Firm Information

William 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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William Noonan’s Registration & Firm History

MA

09/30/2009 - Present

Contravisory Investment Management, Inc. (NORWELL MA)

RI

02/01/1994 - 01/22/1996

FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)

NY

04/05/1993 - 10/05/1993

SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 09/29/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/02/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/07/1994

Series 7 - General Securities Representative Examination

BC

Issued 04/02/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Mark Noonan.
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