Investment adviser representative · Twelve Points Wealth Management
Neil J. Tremblay
CRD 1559290 · Concord, MA
At a glance
Neil J. Tremblay is an investment adviser representative with Twelve Points Wealth Management in Concord, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Neil’s SEC record dates to 2015, about 11 years ago.
Current advisory firm
- Twelve Points Wealth ManagementSince December 2024Concord, MA · $2.2B in regulatory assets
SEC adviser record
- Registered since
- 2015 (11 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Neil’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
- 3 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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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.