Philip Noonan has been Chief Operating Officer of Contravisory Investment Management since July 2006, is a control person of the firm and directly owns between 10% and 25% of it.
Contravisory Investment Management, Inc. is a Norwell, MA firm with $702M under management, 242 clients and 4 advisers in one office, as of its May 2026 filing.
- – present · 24 yearsNorwell, MA · Adviser representative · Firm CRD 109767
Investment adviser representative registrations
Philip Noonan is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 2002; the most recent is Texas, in March 2006.
- MassachusettsSince 4 January 2002
- TexasResidentSince 27 March 2006
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 March 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 January 1996 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 14 July 1994 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Philip Anthony Noonan
- CRD
- 2052924
- Firm
- Contravisory Investment Management · CRD 109767
- Role
- Chief Operating Officer
- Office
- 120 Longwater Drive, St 100, Norwell, MA 02061
- Registration
- Investment adviser registration
- In the industry since
- January 2002
- Disciplinary history
- Not yet shown here · SEC record
Where does Philip Noonan work?
Philip Noonan has been Chief Operating Officer of Contravisory Investment Management, Inc. since July 2006, and is a control person of the firm.
Is Philip Noonan a financial advisor?
Yes. Philip Noonan has a current investment-adviser registration in Massachusetts and Texas, through Contravisory Investment Management since January 2002.
How many years of experience does Philip Noonan have?
Philip Noonan has 24 years in the financial industry, since January 2002, across 1 adviser firm.
What exams has Philip Noonan passed?
Philip Noonan has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in July 1994.
Where is Philip Noonan based?
Philip Noonan’s registered office is in Norwell, MA.
Is Philip Noonan registered with FINRA?
No. Philip Noonan has no current broker registration.
How can I verify Philip Noonan’s record?
Search CRD 2052924 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Philip Noonan’s full registration record.