Nathan BudrowCRD Number: 4587292
Current Firm: Newport Capital Advisers LLC
Nathan Budrow (CRD# 4587292) is an Investment Advisor Representative working at Newport Capital Advisers LLC in Quincy, MA and has over 5 years of experience in the finance industry.
Walnut Hill Advisors, LLC
|Newport Capital Advisers, Inc.||North Quincy, MA||Sep 2014 - Current||2|
|Unemployed||Boston, MA||May 2013 - Sep 2014||1|
|Raymond James Financial Services||Burlington, MA||Oct 2011 - May 2013||1|
|New England Financial Planning Group||Burlington, MA||Oct 2011 - May 2013||1|
|Unemployed||Boston, MA||Nov 2010 - Oct 2011||< 1|
|Kaspick & Co||Boston, MA||Jan 2008 - Nov 2010||2|
|Columbia Management Group||Boston, MA||Dec 2007 - Nov 2008||< 1|
|Columbia Management Advisors, LLC||Boston, MA||Dec 2007 - Nov 2008||< 1|
|Bank Of America||Boston, MA||Dec 2007 - Jan 2008||< 1|
|Loring Wolcott Coolidge||Boston, MA||Apr 2007 - Dec 2007||< 1|
|At Investor Services, Inc.||New York, NY||Nov 2005 - Apr 2007||1|
|Atlantic Trust Company||Boston, MA||Nov 2003 - Apr 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2012|
Total Assets Under Management54MILLIONS
Total Number of Accounts6ACCOUNTS
Average Account Value$8,967,570
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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