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Nicholas Thomas Christie

INVESTMARK ADVISORY GROUP LLC·SHELTON, Connecticut
INVESTMARK ADVISORY GROUP LLC
3 ENTERPRISE DRIVE, SHELTON, CT 06484CRD# 4285089Firm CRD# 121060

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nicholas Thomas Christie · SHELTON, CT
Registration
CRD #4285089 · INVESTMARK ADVISORY GROUP LLC
Brand Profile
Not yet started
Disclosure history
4 disclosures on file · See FINRA BrokerCheck for full record
01

About

Nicholas Thomas Christie is a registered financial advisor based in SHELTON, Connecticut, affiliated with INVESTMARK ADVISORY GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
INVESTMARK ADVISORY GROUP LLC
INVESTMARK ADVISORY GROUP LLC
AUM
$712M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at INVESTMARK ADVISORY GROUP LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4285089
Firm CRD# 121060
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nicholas Thomas Christie offer?
Nicholas Thomas Christie specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SHELTON, Connecticut for a consultation.
What are Nicholas Thomas Christie's credentials?
Nicholas Thomas Christie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicholas Thomas Christie located?
Nicholas Thomas Christie is based in SHELTON, Connecticut, working with INVESTMARK ADVISORY GROUP LLC. Their office serves clients in the SHELTON metropolitan area and surrounding communities.
How does Nicholas Thomas Christie charge for services?
Nicholas Thomas Christie's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INVESTMARK ADVISORY GROUP LLC?
INVESTMARK ADVISORY GROUP LLC has approximately 10 employees and manages $712M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at INVESTMARK ADVISORY GROUP LLC

Jay Marc Diamond
SHELTON, CT
Michael Christopher Kusick
SHELTON, CT
Scott K Williams
SHELTON, CT

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