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- Custodian
- Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-07-2006
- Office Locations
- 1
Office Locations
About NEW England Schooner, Inc.
NEW England Schooner, Inc. is a Peabody-based RIA. The firm has been operating for 20 years. Managing $165.2M in total assets under management, with 4 advisory representatives. They custody assets with Pershing.
Reported data analysis
What the numbers show
Between November 3, 2025 and March 10, 2026, reported AUM increased 26.3%, from $130.8M to $165.2M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 320 clients, or 80 clients per representative. That equates to $516.3K in reported AUM per client.
The profile lists 1 reported office location and 20 years in operation. The source data was last updated on March 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full NEW England Schooner, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RAYMOND PAUL JACQUES CFP
President
- CRD
- #1451245
- Ownership
- 75% or more
JUSTIN Taylor BRUZZESE
Chief Compliance Officer
- CRD
- #7121391
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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KEVIN E. NORWOOD
Chief Executive Officer
- CRD
- #4461801
STEPHEN ANDREW TAYLOR
--
- CRD
- #2562584
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $165,206,151 | $309,375 |
| Non-Discretionary | $0 | -- |
| Total | $165,206,151 | $309,375 |
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Separately Managed Accounts
SMA allocation detail is available
NEW England Schooner, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.