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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 1b 10b

FIRST NATIONAL ADVISORS LLC

CRD 120859

ROCKLAND, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7ea9623b-60f3-acee-e26b-1a14b1713a22

Data as of Feb 6, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 15
On other graphs: 2
Observed: Mar 31, 2012 to Feb 6, 2025
27 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

First National Advisors LLC

Investment consultant · shared crd

Family Officesidentity

First National Corp /ma/ /adv

Office · shared cik

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $1.4BItem 5.F on the latest filing (2025-02-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.3B
Private client RAUM: $884MderivedItem 5.D individuals plus high net worth individuals
Private client share: 65%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 10
Advisory employees: 8
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 2,337
Individual clients: 492
High net worth clients: 242
Custody, client assets: $285M
SEC number: 801-66086
CIK: 816192
CRD: 120859
Filings on the tape: 27
First filed: Mar 31, 2012
Latest filed: Feb 6, 2025
Organised: Limited Liability Company, DE

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HEBERT, MICHAEL, SCOTT	MANAGING MEMBER	E	yes	01/2024	Mar 31, 2012	Jan 8, 2024
HEBERT, MICHAEL, SCOTT	CHIEF OPERATING OFFICER	Na	yes	04/2006	Mar 31, 2012	Jan 8, 2024
JSSQUARED HOLDINGS LLC	Owner	C	yes	01/2024	Jan 8, 2024	Jan 8, 2024
M&M FNA HOLDINGS LLC	Owner	C	yes	01/2024	Jan 8, 2024	Jan 8, 2024
OLIVER, ALEX, EDWARD	MANAGING MEMBER	E	yes	01/2024	Jan 8, 2024	Jan 8, 2024
SEROPIAN, KENNETH, GEORGE	MANAGING MEMBER	E	yes	01/2024	Jan 8, 2024	Jan 8, 2024
SKOLNICK, JASON, TODD	MANAGING MEMBER	E	yes	01/2024	Mar 31, 2012	Jan 8, 2024
SKOLNICK, JASON, TODD	CHIEF COMPLIANCE OFFICER	Na	yes	09/2007	Mar 31, 2012	Jan 8, 2024
A&J FNA HOLDINGS	Owner	A	no	01/2024	Jan 8, 2024	Jan 8, 2024
KMS FNA HOLDINGS LLC	Owner	A	no	01/2024	Jan 8, 2024	Jan 8, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Falmouth	Ma	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Feb 6, 2025	$1.4B	$1.3B	10	8	3	n/a	n/a
2023	Jan 8, 2024	$1.3B	$1.2B	8	7	3	n/a	n/a
2022	Mar 3, 2023	$1.1B	$1.0B	9	7	2	n/a	n/a
2021	Feb 18, 2022	$1.2B	$1.1B	9	7	2	n/a	n/a
2020	Feb 23, 2021	$981M	$879M	9	7	2	n/a	n/a
2019	Mar 2, 2020	$832M	$781M	8	6	1	n/a	n/a
2018	Feb 24, 2019	$756M	$670M	8	6	1	n/a	n/a
2017	Mar 25, 2018	$764M	$666M	8	6	1	n/a	n/a
2016	Feb 25, 2017	$657M	$568M	8	6	n/a	n/a	n/a
2015	Mar 25, 2016	$599M	$512M	10	8	n/a	n/a	n/a
2014	Mar 31, 2015	$562M	$447M	9	7	n/a	n/a	n/a
2013	Mar 11, 2014	$508M	$331M	6	6	n/a	n/a	n/a
2012	Mar 25, 2013	$436M	$302M	8	6	n/a	n/a	n/a
2011	Mar 31, 2012	$275M	$273M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	8	-8	n/a	0	0	0	0	8

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$1.4B	$1.3B	4.7%	$1.2B	5.6%	10	8	3	3

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MARINER INSTITUTIONAL, LLC	2	Jan 13, 2026	Mar 26, 2026	ROCKLAND, MA	Team lift out	Other	33.3%
Mariner	4	Jan 13, 2026	Jan 15, 2026	ROCKLAND, MA	Firm absorbed	RIA to ibd	66.7%
VIRTUE CAPITAL MANAGEMENT, LLC	2	Dec 31, 2025	Jan 23, 2026	ROCKLAND, MA	Team lift out	RIA to RIA	25.0%

Relationships

Moved with (3)

→ MARINER INSTITUTIONAL, LLCRegistered adviser2 advisors, team lift out, same day
Jan 13, 2026 to Mar 26, 2026factForm ADV
→ VIRTUE CAPITAL MANAGEMENT, LLCRegistered adviser2 advisors, team lift out, same day
Dec 31, 2025 to Jan 23, 2026factForm ADV
→ MARINERRegistered adviser4 advisors, firm absorbed, same day
Jan 13, 2026 to Jan 15, 2026factForm ADV

Registered with (8)

← Christopher John RiversAdvisorregistration: previous registration
Dec 9, 2021 to Jan 13, 2026factForm ADV
← JASON TODD SKOLNICKAdvisorregistration: previous registration
Feb 1, 2005 to Jan 13, 2026factForm ADV
← MICHAEL SCOTT HEBERTAdvisorregistration: previous registration
Feb 1, 2005 to Jan 13, 2026factForm ADV
← KENNETH GEORGE SEROPIANAdvisorregistration: previous registration
Nov 17, 2010 to Jan 13, 2026factForm ADV
← ALEX EDWARD OLIVERAdvisorregistration: previous registration
Sep 25, 2015 to Jan 13, 2026factForm ADV
← Joseph CurranAdvisorregistration: previous registration
Apr 16, 2024 to Jan 13, 2026factForm ADV
← RICHARD EDWARD OBERUCAdvisorregistration: previous registration
May 15, 2012 to Dec 31, 2025factForm ADV
← PHILIP GABRIEL NEHROAdvisorregistration: previous registration
May 28, 2008 to Dec 31, 2025factForm ADV

Controls (6)

← SKOLNICK, JASON, TODDOwnerMANAGING MEMBER, ownership code E, individual
Mar 31, 2012 to Jan 8, 2024factForm ADV
← HEBERT, MICHAEL, SCOTTOwnerMANAGING MEMBER, ownership code E, individual
Mar 31, 2012 to Jan 8, 2024factForm ADV
← SEROPIAN, KENNETH, GEORGEOwnerMANAGING MEMBER, ownership code E, individual
Jan 8, 2024 to Jan 8, 2024factForm ADV
← OLIVER, ALEX, EDWARDOwnerMANAGING MEMBER, ownership code E, individual
Jan 8, 2024 to Jan 8, 2024factForm ADV
← JSSQUARED HOLDINGS LLCOwnerOWNER, ownership code C, domestic entity
Jan 8, 2024 to Jan 8, 2024factForm ADV
← M&M FNA HOLDINGS LLCOwnerOWNER, ownership code C, domestic entity
Jan 8, 2024 to Jan 8, 2024factForm ADV

Owns (2)

← A&J FNA HOLDINGSOwnerOWNER, ownership code A, domestic entity
Jan 8, 2024 to Jan 8, 2024factForm ADV
← KMS FNA HOLDINGS LLCOwnerOWNER, ownership code A, domestic entity
Jan 8, 2024 to Jan 8, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jan 13, 2026
Firm absorbed
First National Advisors LLC's advisors moved to Mariner (Rockland, MA): 4 of 6 registered, on the same day
Form ADVobserved 4 days ago
4 advisors
Occurred
Jan 13, 2026
Team lift-out
2 advisors left First National Advisors LLC (Rockland, MA) for Mariner Institutional, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Jan 13, 2026
Advisor changed firm
Alex Edward Oliver left First National Advisors Llc for Mariner (registered 2026-01-13)
Form ADVobserved 4 days ago
Occurred
Jan 13, 2026
Advisor changed firm
Michael Scott Hebert left First National Advisors Llc for Mariner (registered 2026-01-15)
Form ADVobserved 4 days ago
Occurred
Jan 13, 2026
Advisor changed firm
Kenneth George Seropian left First National Advisors Llc for Mariner Institutional, Llc (registered 2026-03-26)
Form ADVobserved 4 days ago
Occurred
Jan 13, 2026
Advisor changed firm
Joseph Curran left First National Advisors Llc for Mariner (registered 2026-01-13)
Form ADVobserved 4 days ago
Occurred
Jan 13, 2026
Advisor changed firm
Christopher John Rivers left First National Advisors Llc for Mariner Institutional, Llc (registered 2026-02-19)
Form ADVobserved 4 days ago
Occurred
Jan 13, 2026
Advisor changed firm
Jason Todd Skolnick left First National Advisors Llc for Mariner (registered 2026-01-13)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2025
Team lift-out
2 advisors left First National Advisors LLC (Rockland, MA) for Virtue Capital Management, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Dec 31, 2025
Advisor changed firm
Richard Edward Oberuc left First National Advisors Llc for Virtue Capital Management, Llc (registered 2026-01-08)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2025
Advisor changed firm
Philip Gabriel Nehro left First National Advisors Llc for Virtue Capital Management, Llc (registered 2026-01-23)
Form ADVobserved 4 days ago
Occurred
Jan 8, 2024
Succession filed (Item 4)
First National Corporation reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 4 days ago
Occurred
Jan 8, 2024
Control person joined
George Kenneth Seropian (Managing Member) appeared on Schedule A of First National Advisors Llc
Form ADVobserved 4 days ago
Occurred
Jan 8, 2024
Control person joined
Edward Alex Oliver (Managing Member) appeared on Schedule A of First National Advisors Llc
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Feb 2, 2026
First National Advisors Llc no longer on the SEC adviser roster (last listed 2026-01-02, RAUM $1.4B)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7ea9623b-60f3-acee-e26b-1a14b1713a22
First observed: Mar 31, 2012
Last observed: Feb 6, 2025 19 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FIRST NATIONAL ADVISORS LLC

CRD 120859

ROCKLAND, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7ea9623b-60f3-acee-e26b-1a14b1713a22

Data as of Feb 6, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:13 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HEBERT, MICHAEL, SCOTT

MANAGING MEMBER

yes

01/2024

Mar 31, 2012

Jan 8, 2024

HEBERT, MICHAEL, SCOTT

CHIEF OPERATING OFFICER

yes

04/2006

Mar 31, 2012

Jan 8, 2024

JSSQUARED HOLDINGS LLC

Owner

yes

01/2024

Jan 8, 2024

M&M FNA HOLDINGS LLC

Owner

yes

01/2024

Jan 8, 2024

OLIVER, ALEX, EDWARD

MANAGING MEMBER

yes

01/2024

Jan 8, 2024

SEROPIAN, KENNETH, GEORGE

MANAGING MEMBER

yes

01/2024

Jan 8, 2024

SKOLNICK, JASON, TODD

MANAGING MEMBER

yes

01/2024

Mar 31, 2012

Jan 8, 2024

SKOLNICK, JASON, TODD

CHIEF COMPLIANCE OFFICER

yes

09/2007

Mar 31, 2012

Jan 8, 2024

A&J FNA HOLDINGS

Owner

01/2024

Jan 8, 2024

KMS FNA HOLDINGS LLC

Owner

01/2024

Jan 8, 2024

City

State

Country

Employees

Also broker-dealer

Falmouth

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Feb 6, 2025

$1.4B

$1.3B

n/a

2023

Jan 8, 2024

$1.3B

$1.2B

n/a

2022

Mar 3, 2023

$1.1B

$1.0B

n/a

2021

Feb 18, 2022

$1.2B

$1.1B

n/a

2020

Feb 23, 2021

$981M

$879M

n/a

2019

Mar 2, 2020

$832M

$781M

n/a

2018

Feb 24, 2019

$756M

$670M

n/a

2017

Mar 25, 2018

$764M

$666M

n/a

2016

Feb 25, 2017

$657M

$568M

n/a

2015

Mar 25, 2016

$599M

$512M

n/a

2014

Mar 31, 2015

$562M

$447M

n/a

2013

Mar 11, 2014

$508M

$331M

n/a

2012

Mar 25, 2013

$436M

$302M

n/a

2011

Mar 31, 2012

$275M

$273M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-8

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$1.4B

$1.3B

4.7%

$1.2B

5.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MARINER INSTITUTIONAL, LLC

Jan 13, 2026

Mar 26, 2026

ROCKLAND, MA

Team lift out

Other

33.3%

Mariner

Jan 13, 2026

Jan 15, 2026

ROCKLAND, MA

Firm absorbed

RIA to ibd

66.7%

VIRTUE CAPITAL MANAGEMENT, LLC

Dec 31, 2025

Jan 23, 2026

ROCKLAND, MA

Team lift out

RIA to RIA

25.0%