Nicholas GaskellCRD Number: 5497440
Current Firm: Ci Private Wealth
Nicholas Gaskell (CRD# 5497440) is an Investment Advisor Representative working at Ci Private Wealth in Boston, MA and has over 15 years of experience in the finance industry.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|Ci Eaton Private Wealth||Boston, MA||Oct 2022 - Current||< 1|
|Eaton Vance Wateroak Advisors||Boston, MA||Aug 2017 - Oct 2022||5|
|Crestwood Advisors||Boston, MA||Jul 2013 - Aug 2017||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2008|
Total Assets Under Management94,617MILLIONS
Total Number of Accounts79,738ACCOUNTS
Average Account Value$1,186,599
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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