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Nicole Marie Finlayson

PATRIOT WEALTH STRATEGIES, LLC·PRINCETON, Massachusetts
PATRIOT WEALTH STRATEGIES, LLC
237 MIRICK ROAD, PRINCETON, MA 01541CRD# 5785189Firm CRD# 305264

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nicole Marie Finlayson · PRINCETON, MA
Registration
CRD #5785189 · PATRIOT WEALTH STRATEGIES, LLC
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Nicole Marie Finlayson is a registered financial advisor based in PRINCETON, Massachusetts, affiliated with PATRIOT WEALTH STRATEGIES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

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03

Firm Overview

Firm
PATRIOT WEALTH STRATEGIES, LLC
PATRIOT WEALTH STRATEGIES, LLC
AUM
—
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at PATRIOT WEALTH STRATEGIES, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5785189
Firm CRD# 305264
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nicole Marie Finlayson offer?
Nicole Marie Finlayson specializes in Financial Planning, Investment Management. Contact their office in PRINCETON, Massachusetts for a consultation.
What are Nicole Marie Finlayson's credentials?
Nicole Marie Finlayson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicole Marie Finlayson located?
Nicole Marie Finlayson is based in PRINCETON, Massachusetts, working with PATRIOT WEALTH STRATEGIES, LLC. Their office serves clients in the PRINCETON metropolitan area and surrounding communities.
How does Nicole Marie Finlayson charge for services?
Nicole Marie Finlayson'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 PATRIOT WEALTH STRATEGIES, LLC?
PATRIOT WEALTH STRATEGIES, LLC has approximately 3 employees. The firm is registered with the SEC as an investment adviser.
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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)SPRINGFIELD (80)BRAINTREE (69)WESTWOOD (54)WELLESLEY HILLS (46)
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Research
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