First National Advisors LLC
CRD 120859SEC# 801-66086Rockland, MA
No longer SEC-registered. First National Advisors LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$1.37B
Employees
10
Accounts
2,337
Location
Rockland, MA
First National Advisors LLC assets under management
First National Advisors LLC is a registered investment adviser overseen by the SEC based in Rockland, MA. It reports $1.4 billion in regulatory assets under management and employs 10 people.
First National Advisors LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| A&j Fna Holdings | Owner | 5-10% | 2024 |
| Jason Todd Skolnick Control | Chief Compliance Officer | Under 5% | 2007 |
| Jssquared Holdings LLC Control | Owner | 25-50% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does First National Advisors LLC manage?
First National Advisors LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does First National Advisors LLC have?
First National Advisors LLC reports 10 employees.
Where is First National Advisors LLC located?
First National Advisors LLC is based in Rockland, MA.
Does First National Advisors LLC disclose fund performance?
First National Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 300 Ledgewood Place, Suite 101, Rockland, MA 02370 |
| Office hours | 9:00a.m. - 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$1.37BNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$1.37Bregulatory AUM
Discretionary $1.28BNon-discretionary $82.5M