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Rise North Capital Investment Advisors CRD 336740
$50.6M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
25 Braintree Hill Office Park, Braintree, MA 02184 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-12-16 |
| TX | RA | APPROVED_RES | 2025-12-10 |
| NH | RA | APPROVED | 2025-12-09 |
Branch Locations
61 Spit Brook Rd Ste 300, Nashua, NH 03060 • United States
25 Braintree Hill Office Park, Braintree, MA 02184 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rise North Capital | Nashua | NH | 05/2021 | Present |
| Northwestern Mutual | Manchester | NH | 05/2020 | 05/2021 |
| National Life Group | Montpelier | VT | 06/2021 | Present |
| Foundations Investment Advisors, Llc | Phoenix | AZ | 03/2023 | 03/2026 |
| Full Time Student | Londonderry | NH | 08/2012 | 05/2021 |
| Fidelity Investments | Merrimack | NH | 05/2019 | 08/2019 |
| Rnc Ria Llc Dba Rise North Capital Investment Advisors | Braintree | MA | 10/2025 | Present |
(1) 06/2021; National Life Group/Rise North Capital; Investment-Related; 1 National Life Drive, Montpelier, VT 05604; Life Insurance and Annuities; Independent Insurance Agent; Approx. 40 Hours/mo. during trading hours; Providing insurance and annuity solutions to clients, conducting reviews.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-08 |
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