Nbt Capital Management, Inc.

Nbt Capital Management, Inc. (CRD# 104932) is a financial advisory firm headquartered in Johnson City, NY. They manage $1,324,321,206 in 1,116 accounts and serve the financial needs of clients across 18 states (or territories).

Current Firm Details
331 Main Street, Suite 1, Johnson City, NY 13790
https://www.navigateretirement.com/
By the Numbers
  • Total Assets Under Management
    1,324
    MILLION
  • Total Number of Accounts
    1,116
    ACCOUNTS
  • Average Account Value
    $1,186,668
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CA, FL, GA, IA, IL, IN, LA, ME, MO, NC, NH, NY, PA, TN, TX, VA, WI

Financial Advisors at Nbt Capital Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Nancy Cleveland, financial advisor Milwaukee WI
Nancy D. Cleveland
CRD#: 1499216
220 E. Buffalo Street Suite 301, Milwaukee, WI 53202

Nancy Cleveland (CRD# 1499216) is an Investment Advisor Representative working at Nbt Capital Management, Inc. in Milwaukee, WI and has over 37 years of experience in the finance industry.

2
Ann Megan, financial advisor Milwaukee WI
Ann B. Megan
CRD#: 5532696
220 E Buffalo Street Suite 301, Milwaukee, WI 53202

Ann Megan (CRD# 5532696) is an Investment Advisor Representative working at Nbt Capital Management, Inc. in Milwaukee, WI and has over 15 years of experience in the finance industry.

3
John Rice, financial advisor Elberta AL
John E. Rice
CRD#: 6085861
24752 Beachwood Road, Elberta, AL 36530

John Rice (CRD# 6085861) is an Investment Advisor Representative working at Nbt Capital Management, Inc. in Elberta, AL and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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