Pleasant Street Wealth Advisors, LLC

Pleasant Street Wealth Advisors, LLC (CRD# 291962) is a financial advisory firm headquartered in , . They manage $113,361,662 in 196 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.instagram.com/pleasantstreetwealth/?utm_source=ig_profile_share
By the Numbers
  • Total Assets Under Management
    113
    MILLION
  • Total Number of Accounts
    196
    ACCOUNTS
  • Average Account Value
    $578,376
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Pleasant Street Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Nordo Nissi, financial advisor Groton MA
Nordo M. Nissi
CRD#: 1666385
Groton, MA

Nordo Nissi (CRD# 1666385) is an Investment Advisor Representative working at Pleasant Street Wealth Advisors, LLC in Groton, MA and has over 28 years of experience in the finance industry.

2
Taylor Nissi, financial advisor White Plains NY
Taylor A. Nissi
CRD#: 5188859
White Plains, NY

Taylor Nissi (CRD# 5188859) is an Investment Advisor Representative working at Pleasant Street Wealth Advisors, LLC in White Plains, NY and has over 9 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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