Nancy Higgins, financial advisor Boston MA
86 score

Nancy Higgins

CRD Number: 1108182
Current Firm: Silvercrest Asset Management Group LLC

Nancy Higgins (CRD# 1108182) is an Investment Advisor Representative working at Silvercrest Asset Management Group LLC in Boston, MA and has over 32 years of experience in the finance industry. Nancy Higgins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Silvercrest Asset Management Group LLC New York, NY Oct 2008 - Current 8
Investors Capital Corporation Lynnfield, MA Apr 2001 - Dec 2008 7
Marathon Capital Group Boston, MA Apr 2000 - Oct 2008 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1983
S65 NASAA Investment Advisors Law Examination Feb 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Nancy E. Higgins
Phone Number: 212-649-0600
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    31,199
    MILLIONS
  • Total Number of Accounts
    1,068
    ACCOUNTS
  • Average Account Value
    $29,212,692
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI

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BADGES
86

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