Nathan Thomsen (CRD# 4735962) is an Investment Advisor Representative working at Advisors Capital Management, LLC in Cambridge, MA and has over 20 years of experience in the finance industry. Nathan Thomsen 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.
CRD# 4831929
Fidelity Personal And Workplace Advisors
CRD# 5173053
Fidelity Personal And Workplace Advisors
CRD# 4689919
Abraham, Robert Ralph Jr
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Advisors Capital Management, LLC | Ridgewood, NJ | Jul 2021 - Current | 2 |
| Unemployed | Warwick, RI | Dec 2020 - Jun 2021 | < 1 |
| Tiaa | Stamford, CT | Aug 2018 - Nov 2020 | 2 |
| Tiaa-cref Individual & Institutional Services, LLC | Stamford, CT | Aug 2018 - Nov 2020 | 2 |
| Fidelity Personal And Workplace Advisors | Boston, MA | Jul 2018 - Aug 2018 | < 1 |
| Fidelity Brokerage Services, LLC | Greenwich, CT | Mar 2013 - Aug 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2004 |
- MA
- NJ
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Total Assets Under Management7,440MILLIONS
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Total Number of Accounts12,646ACCOUNTS
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Average Account Value$588,332
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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