Nobscot Investment Management LLC

Nobscot Investment Management LLC (CRD# 283289) is a financial advisory firm headquartered in Wellesley, MA. They manage $108,743,663 in 36 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
The Rotunda Building, 572 Washington Street, Suite 4, Wellesley, MA 02482
https://www.nobscotinvest.com
By the Numbers
  • Total Assets Under Management
    109
    MILLION
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $3,020,657
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, TX

Financial Advisors at Nobscot Investment Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Catherine Smith, financial advisor Wellesley MA
Catherine A. Smith
CRD#: 4327812
The Rotunda Building, 572 Washington Street, Suite 4, Wellesley, MA 02482

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.

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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