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Timothy Joseph Nelson

WESTPORT STRATEGIES ADVISORS, LLC·BRAINTREE, Massachusetts
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100 GRANDVIEW ROAD, BRAINTREE, MA 02184CRD# 2317965Firm CRD# 163577
01

About

Timothy Joseph Nelson is a registered financial advisor based in BRAINTREE, Massachusetts, affiliated with WESTPORT STRATEGIES ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
WESTPORT STRATEGIES ADVISORS, LLC
WESTPORT STRATEGIES ADVISORS, LLC
AUM
$1.9B
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at WESTPORT STRATEGIES ADVISORS, LLC →
Services
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Subscription fees
Regulatory
SEC/IARD CRD# 2317965
Firm CRD# 163577
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Timothy Joseph Nelson offer?
Timothy Joseph Nelson specializes in Wealth Management. Contact their office in BRAINTREE, Massachusetts for a consultation.
What are Timothy Joseph Nelson's credentials?
Timothy Joseph Nelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Joseph Nelson located?
Timothy Joseph Nelson is based in BRAINTREE, Massachusetts, working with WESTPORT STRATEGIES ADVISORS, LLC. Their office serves clients in the BRAINTREE metropolitan area and surrounding communities.
How does Timothy Joseph Nelson charge for services?
Timothy Joseph Nelson's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WESTPORT STRATEGIES ADVISORS, LLC?
WESTPORT STRATEGIES ADVISORS, LLC has approximately 1 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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