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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    82
    ACCOUNTS
  • Average Account Value
    $216,257
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, VT

Financial Advisors at Nutmeg Capital Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Philip A. Nassau
CRD#: 1529052
241 Main Street, Hartford, CT 06106
96
Wealthminder
score

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.

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