Nancy H. Place
Professional summary
Nancy Hacker Place, who also goes by Nancy L Hacker, Nancy Linda Hacker, is a registered financial advisor currently at APPLETON PARTNERS, INC. located in Boston, Massachusetts.
Nancy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Nancy has worked at 2 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Nancy Hacker Place's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 29, 2018 - Present
APPLETON PARTNERS, INC.
Office #1: One Post Office Square 5th Floor, Boston, MA 02109February 12, 2016 - December 31, 2017
APPLETON PARTNERS, INC.
December 18, 1998 - January 7, 1999
ESSEX NATIONAL SECURITIES, LLC
Primary Firm SEC Registration
APPLETON PARTNERS, INC.
CRD#: 110049 / SEC#: 801-29384
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/29/2018)
Exams
Current Firm
APPLETON PARTNERS, INC.
CRD#: 110049 / SEC#: 801-29384
Contact information
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 7,414 |
| AUM (Assets Under Management) | $ 13,452,681,852 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/11/2025 | ||
| 01/11/2024 | ||
| 10/26/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
APPLETON PARTNERS, INC.
CRD#: 110049Boston, MA 02109TRUST BUT VERIFY
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