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Thomas Dominic Lux

NESTWISE LLC·BOSTON, Massachusetts
Series 27Clean recordNESTWISE LLC
75 STATE STREET, 24TH FLOOR, BOSTON, MA 02109CRD# 2778800Firm CRD# 164466

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Dominic Lux · BOSTON, MA
Registration
CRD #2778800 · NESTWISE LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 27
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
NESTWISE LLC
CRD 164466 · SEC 801-76827
AUM
$130K
Regulatory assets under management
Employees
37
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 →
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04

Frequently Asked Questions

What services does Thomas Dominic Lux offer?
Thomas Dominic Lux specializes in Financial Planning, Investment Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Thomas Dominic Lux's credentials?
Thomas Dominic Lux is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Dominic Lux located?
Thomas Dominic Lux is based in BOSTON, Massachusetts, working with NESTWISE LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Thomas Dominic Lux charge for services?
Thomas Dominic Lux'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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Other Advisors at NESTWISE LLC

Marcus H Frampton
BOSTON, MA

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Nearby cities in Massachusetts
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Research
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