Nutmeg Capital Advisors, LLC
Nutmeg Capital Advisors, LLC (CRD# 133162) is a financial advisory firm headquartered in Hartford, CT. They manage $17,733,090 in 82 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management18MILLION
Total Number of Accounts82ACCOUNTS
Average Account Value$216,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Philip Nassau (CRD# 1529052) is an Investment Advisor Representative working at Nutmeg Capital Advisors, LLC in Hartford, CT and has over 28 years of experience in the finance industry. Philip Nassau has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.