Unclaimed Profile

Marcus H Frampton

NESTWISE LLC·BOSTON, Massachusetts

Clean record10 years registeredNESTWISE LLC

75 STATE STREET, 24TH FLOOR, BOSTON, MA 02109CRD# 5013803Firm CRD# 164466

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marcus H Frampton · BOSTON, MA

Registration

CRD #5013803 · NESTWISE LLC · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NESTWISE LLC

JUNEAU INVESTMENTS, LLC

Jan 2016 – Jul 2017

Juneau, AK

Registrations & Exams

Registration record

First registered · January 4, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NESTWISE LLC

CRD 164466 · SEC 801-76827

AUM

$130K

Regulatory assets under management

Employees

9 client accounts

Services offered by NESTWISE LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at NESTWISE LLC →

Introduction

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Frequently Asked Questions

What services does Marcus H Frampton offer?

Marcus H Frampton specializes in Financial Planning, Investment Management.

What are Marcus H Frampton's credentials?

Marcus H Frampton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marcus H Frampton located?

Marcus H Frampton is based in BOSTON, Massachusetts, last registered with NESTWISE LLC.

How does Marcus H Frampton charge for services?

Marcus H Frampton's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NESTWISE LLC?

NESTWISE LLC has approximately 37 employees and manages $130K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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