Claim Profile
NB

Nancy J Barsamian

CT MASON INC·BOSTON, Massachusetts
Unclaimed Profile
50 CONGRESS ST., BOSTON, MA 02109-4032CRD# 6306282Firm CRD# 139771
01

About

Nancy J Barsamian is a registered financial advisor based in BOSTON, Massachusetts, affiliated with CT MASON INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
GRACE CAPITAL
GRACE CAPITAL
AUM
$203M
Regulatory assets under management
Employees
4
Total firm employees
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6306282
Firm CRD# 139771
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BOSTON?

Browse all registered financial advisors in BOSTON, Massachusetts or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Nancy J Barsamian offer?
Nancy J Barsamian specializes in Investment Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Nancy J Barsamian's credentials?
Nancy J Barsamian is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nancy J Barsamian located?
Nancy J Barsamian is based in BOSTON, Massachusetts, working with CT MASON INC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Nancy J Barsamian charge for services?
Nancy J Barsamian'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 CT MASON INC?
CT MASON INC has approximately 4 employees and manages $203M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty