Nvest Financial, LLC

CRD 128868 · Portsmouth, NH · $688.3M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 128868
SEC number: 801-123374
Firm type: RIA
Assets under management: $688.3M as of Mar 24, 2026
Website: www.facebook.com/NvestFinancialGroup ↗
Phone: 207-985-8585
Address: Two International Drive, Portsmouth, NH, 03801

Advisors at this firm

6 in our index · page 1 of 1

Justin HappCRD 3127288 · Portsmouth, NH

IA Registered
Dinon HughesCRD 7390375 · Portsmouth, NH

IA RegisteredBroker
Daphne Larissa LafazanCRD 2580293 · Portsmouth, NH

IA RegisteredBroker
Eileen Marian MonahanCRD 1056869 · Portland, ME

IA RegisteredBroker
Kian Pashapour NikooCRD 8271294 · Portsmouth, NH

IA Registered
Nichole Demetria RaftopoulosCRD 2685964 · Portsmouth, NH

IA RegisteredBroker

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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