William M. Noonan

CONTRAVISORY INVESTMENT MANAGEMENT

Norwell, MA 02061

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CRD#: 2305282

Professional summary

William Mark Noonan is a registered financial advisor currently at CONTRAVISORY INVESTMENT MANAGEMENT, INC. located in Norwell, Massachusetts.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. William has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Mark Noonan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 30, 2009 - Present

CONTRAVISORY INVESTMENT MANAGEMENT, INC.

Office #1: 120 Longwater Drive Suite 100, Norwell, MA 02061

RIA

CRD#: 109767

Norwell, MA

Past

February 1, 1994 - January 22, 1996

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Past

April 5, 1993 - October 5, 1993

DEAM INVESTOR SERVICES, INC.

CRD#: 754

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CONTRAVISORY INVESTMENT MANAGEMENT, INC.

CONTRAVISORY INVESTMENT MANAGEMENT, INC. | CONTRAVISORY RESEARCH CORP | CONTRAVISORY RESEARCH & MANAGEMENT CORP.

CRD#: 109767 / SEC#: 801-9168

RIA

Registered Investment Advisory firm - (3/25/1973 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(9/30/2009)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/29/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/2/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/7/1994

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/2/1993

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CONTRAVISORY INVESTMENT MANAGEMENT, INC.

CONTRAVISORY INVESTMENT MANAGEMENT, INC. | CONTRAVISORY RESEARCH CORP | CONTRAVISORY RESEARCH & MANAGEMENT CORP.

CRD#: 109767 / SEC#: 801-9168

RIA

Registered Investment Advisory firm - (3/25/1973 Approved)

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Contact information

Main Address

120 Longwater Drive Suite 100, Norwell, MA 02061

Mailing Address

Phone number

(781) 740-1786

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 CONTRAVISORY ADV2 (A&B) (3/11/2025)

Regulatory assets under management

Total Number of Accounts	589
AUM (Assets Under Management)	$ 628,163,317

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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William M. Noonan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Mark Noonan's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

DEAM INVESTOR SERVICES, INC.

Primary Firm SEC Registration

CONTRAVISORY INVESTMENT MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/29/2009

Series 63

Date: 3/2/1993

Series 7

Date: 4/7/1994

Series 6

Date: 4/2/1993

Current Firm

CONTRAVISORY INVESTMENT MANAGEMENT, INC.

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CONTRAVISORY INVESTMENT MANAGEMENT, INC.

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