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TAX & INVESTMENT ADVISORS

NEWBURYPORT, MA · CRD 327402 · IAPD ↗ · (978) 255-1128

$101.5MRegulatory AUM
1Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2026 — TAX & INVESTMENT ADVISORS (NEWBURYPORT, MA) is newly SEC-registered with $101.5M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.