Bernard Nugent, financial advisor Reading MA

Bernard Nugent

CRD Number: 1209387
Current Firm: Trust Advisory Group Ltd

Bernard Nugent (CRD# 1209387) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Reading, MA and has over 38 years of experience in the finance industry.

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Company Name Location Dates Years
Advisory Group Equity Services Reading, MA Feb 2010 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1986
S66 NASAA Uniform Combined State Law Examination Oct 2004
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Bernard E. Nugent
Phone Number: 781-933-6100
Registered State(s):
  • CT
  • FL
  • MA
  • MI
  • NH
  • NY
  • SC
By the Numbers
  • Total Assets Under Management
    500
    MILLIONS
  • Total Number of Accounts
    2,077
    ACCOUNTS
  • Average Account Value
    $240,586
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA

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