Catherine Smith (CRD# 4327812) is an Investment Advisor Representative working at Nobscot Investment Management LLC in Wellesley, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nobscot Investment Management LLC | Wellesley, MA | Mar 2016 - Current | 8 |
| Minot Deblois Advisors LLC | Boston, MA | Mar 2009 - Mar 2016 | 7 |
- MA
- TX
-
Total Assets Under Management109MILLIONS
-
Total Number of Accounts36ACCOUNTS
-
Average Account Value$3,020,657
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
MA, TX
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