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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 | 2026-06-09 |
| NH | RA | APPROVED | 2026-05-07 |
| TX | RA | APPROVED | 2026-05-07 |
Branch Locations
25 Braintree Hill Office Park, Braintree, MA 02184 • United States
61 Spit Brook Rd Suite 300, Nashua, NH 03062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rise North Capital Investment Advisors | Braintree | MA | 05/2026 | Present |
| Full Time Student | Lowell | MA | 03/2016 | 03/2022 |
| Rise North Capital | Braintree | MA | 07/2022 | Present |
| Unemployed | Lowell | MA | 04/2022 | 06/2022 |
(1) Rise North Capital; Yes; Braintree, MA; Insurance Services; Insurance Agent; 07/2022; 50% of total time spent on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-04 |
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