First Light Investment Advisors logo

First Light Investment Advisors

Updated today

Client AUM

$12,369,492

Clients

41

Advisors

4

across 2 offices

About

First Light Investment Advisors provides fee-based, discretionary portfolio management to individuals, trusts, estates, charitable organizations and business entities, overseeing roughly 41 client relationships and about $12.4 million in assets under management. The firm’s client base is primarily individual investors rather than high‑net‑worth households.

The firm implements a tactical asset allocation strategy and customizes portfolios to client objectives, drawing on fundamental, technical and cyclical analysis. Portfolio implementation may include listed equities and options, short- and long-term trading, and the use of cash positions as tactical hedges; clients may also impose investment restrictions that the advisor will accommodate.

Compared with many peers, First Light is notable for not reporting high‑net‑worth clients and for operating at a modest scale with a small advisory team, emphasizing hands‑on discretionary management rather than selecting other advisers or participating in wrap programs. The brochure also discloses that the firm does not vote client proxies and reports no material industry affiliations, which may matter to clients who want direct control over proxy voting and limited external conflicts.

Client services

Portfolio management

Expertise

Options & derivatives strategies Active portfolio management

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Fee options

Percentage

1.0% annually, payable quarterly in arrears

Other

Account minimum: $10,000

Main office

See office

Beverly MA

Advisors at this office

1

Most active in

Massachusetts · New York

Also doing business as

First Light Investment Advisors · First Light Investment Advisors LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Miguel B

CFA®, Series 63

Manchester, MA

First Light Investment Advisors

Miguel Barron is a CFA® charterholder and Series 63 licensed advisor with four years of experience. He has been with First Light Investment Advisors in Manchester, MA since 2021. Outside of his advisory role, Barron serves as a non-executive independent director on the boards of two London-based hedge funds, Pelham Capital Management and Glenernie Capital Management. First Light Investment Advisors provides fee-based, discretionary portfolio management primarily to individual investors. The firm employs a tactical asset allocation strategy tailored to client objectives, using fundamental, technical, and cyclical analysis to guide portfolio decisions.

Options & derivatives strategies Active portfolio management
user avatar

Andrew D

CFP®

Beverly, MA

First Light Investment Advisors

Andrew Dinuccio is a CFP® professional with experience at First Light Investment Advisors and several prior firms dating back to 2016. He has worked at First Light since 2026 and previously held roles at First Financial Trust, New England Investment and Retirement Group, DMB Financial, and Commonwealth Financial Group. First Light Investment Advisors provides fee-based, discretionary portfolio management primarily to individual investors, employing a tactical asset allocation strategy that incorporates fundamental, technical, and cyclical analysis. The firm manages approximately $12.4 million in assets across about 41 client relationships and emphasizes hands-on discretionary management rather than external adviser selection or wrap programs.

Options & derivatives strategies Active portfolio management
user avatar

Grant S

Series 65

Manchester, MA

First Light Investment Advisors

Grant Spradlin is a financial advisor at First Light Investment Advisors with four years of industry experience. He holds a Series 65 credential and has worked in roles outside of financial advising, including as a consultant for iSOFTSTONE and as Vice President of Product at Composable Prompts, an AI software development company. First Light Investment Advisors provides fee-based discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical asset allocation strategy with customized portfolios and serves primarily individual investors.

Options & derivatives strategies Active portfolio management
user avatar

Adam N

Series 63, Series 65

Manchester, MA

First Light Investment Advisors

Adam Neves is a financial advisor at First Light Investment Advisors in Manchester, MA, holding Series 63 and Series 65 licenses with four years of industry experience. He has worked at several firms including Anchor Capital Advisors and New England Investment & Retirement Group prior to joining First Light. First Light Investment Advisors provides fee-based, discretionary portfolio management primarily to individual investors, trusts, estates, charitable organizations, and business entities. The firm employs a tactical asset allocation strategy that incorporates fundamental, technical, and cyclical analyses, managing approximately $12.4 million in assets across about 41 client relationships.

Options & derivatives strategies Active portfolio management
View complete list of advisors at this firm
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