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Senior Vice President, Managing Director & Chief Compliance Officer · Ipswich Investment Management Company, Inc

David R. MacDougall

CRD 6442591 · Named on Form ADV at one SEC-registered adviser

At a glance

Ipswich Investment Management Company, Inc, an SEC-registered wealth manager based in Beverly, MA with $730 million in regulatory assets, lists David R. MacDougall on its Form ADV as Senior Vice President, Managing Director & Chief Compliance Officer, a control person.

Firms and roles

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David’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
Locked
Each firm’s assets and growth
Locked
Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

SEC adviser record

Registered since
2016 (10 years)
Designations
Chartered Financial Analyst
Exams
–
Registered in
1 state
Also a broker representative
No
Disclosures on record
None

AtlasMembers

David’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
2 firmsLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (8)

  • Albert C. TitcombExecutive Vice President & COO, Ipswich Investment Management Company, Inc
  • Eric H. JostromChairman & Chief Investment Officer, Ipswich Investment Management Company, Inc
  • Alexander M. ColbyPresident, CEO & Managing Director, Ipswich Investment Management Company, Inc
  • Patricia A. BowlinSenior Vice President & Managing Director, Ipswich Investment Management Company, Inc
  • James R McCallSenior Vice President & Managing Director, Ipswich Investment Management Company, Inc

3 more people named with David on the same filings, with titles and firms. Free in Atlas with a free account.

See all 8 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.