Nea Member Benefits
● SEC registered since 2005CRD 138196SEC# 801-64989Gaithersburg, MD
Reg. AUM
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Employees
86
Accounts
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Location
Gaithersburg, MD
Nea Member Benefits assets under management
Nea Member Benefits is an SEC-registered investment adviser based in Gaithersburg, MD. The firm has been registered since 2005. It employs 86 people.
Nea Member Benefits owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aimee Strand Iverson Control | Director | Under 5% | 2023 |
| Albert Juan Llorens Control | Director | Under 5% | 2024 |
| Christine Barbara Tarrago Control | Chief Financial Officer | Under 5% | 2024 |
| Christine Lee Mulroney Control | Director | Under 5% | 2023 |
| James Greer Vaughan Control | Director | Under 5% | 2021 |
| Jasman Joye Jones Control | Director | Under 5% | 2024 |
| Leona Suzanne Lindner Control | Chief Executive Officer | Under 5% | 2022 |
| Lisa Sotir Ozkan Control | Chief Compliance Officer, Chief Legal Officer | Under 5% | 2005 |
| National Education Association Control | Member | Over 75% | 2020 |
| Noel Candelaria Control | Director | Under 5% | 2016 |
See all 12 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How many employees does Nea Member Benefits have?
Nea Member Benefits reports 86 employees.
Where is Nea Member Benefits located?
Nea Member Benefits is based in Gaithersburg, MD and has been SEC-registered since 2005.
Does Nea Member Benefits disclose fund performance?
Nea Member Benefits is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 900 Clopper Road, Suite 300, Gaithersburg, MD 20878-1360 |
| Phone | 301-251-9600 |
| Fax | 301-527-8210 |
| Office hours | 8:45 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 8%
More than 92% of 16,824 advisers