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David Robert Macdougall

Ipswich Investment Management Company, Inc

Beverly, MA

CRD 6442591

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Employer firm

Ipswich Investment Management Company, Inc CRD 106625

$730M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Ipswich Investment Management Company, Inc

138 Conant Street, Suite 201, Beverly, MA 01915 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2021-06-29
  • MA RA
    APPROVED
    Since 2021-06-29

Branch Locations

138 Conant Street, Suite 201, Beverly, MA 01915 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Emerson Investment Management Llc Boston MA 01/2015 Present
Boston Financial Management Llc Boston MA 05/2016 Present
  • 01/2015 → Present
    Emerson Investment Management Llc
    Boston, MA
  • 05/2016 → Present
    Boston Financial Management Llc
    Boston, MA
Previous Registrations
  • 2016-05-09 → 2016-07-11
    Boston Financial Management Llc
    Boston, MA
  • 2016-05-09 → 2016-05-13
    Emerson Investment Management Llc
    Boston, MA
Designations
  • Chartered Financial Analyst
Other Names
  • David Macdougall

View on SEC IAPD

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