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Nicholas Gleysteen

HELLMAN JORDAN MANAGEMENT CO INC·QUINCY, Massachusetts
Clean recordHELLMAN JORDAN MANAGEMENT CO INC
ATTN: SUE LYNCH, QUINCY, MA 02169CRD# 1544055Firm CRD# 106099

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nicholas Gleysteen · QUINCY, MA
Registration
CRD #1544055 · HELLMAN JORDAN MANAGEMENT CO INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Nicholas Gleysteen is a registered financial advisor based in QUINCY, Massachusetts, affiliated with HELLMAN JORDAN MANAGEMENT CO INC. 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.

Introduction

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03

Firm Overview

Firm
HELLMAN JORDAN MANAGEMENT CO INC
HELLMAN JORDAN MANAGEMENT CO INC
AUM
$95M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at HELLMAN JORDAN MANAGEMENT CO INC →
Services
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Other: FAMILY CLIENTS MAY BILLED FOR ADDITIONAL SERVICES
Regulatory
SEC/IARD CRD# 1544055
Firm CRD# 106099
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nicholas Gleysteen offer?
Nicholas Gleysteen specializes in Wealth Management. Contact their office in QUINCY, Massachusetts for a consultation.
What are Nicholas Gleysteen's credentials?
Nicholas Gleysteen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicholas Gleysteen located?
Nicholas Gleysteen is based in QUINCY, Massachusetts, working with HELLMAN JORDAN MANAGEMENT CO INC. Their office serves clients in the QUINCY metropolitan area and surrounding communities.
How does Nicholas Gleysteen charge for services?
Nicholas Gleysteen's firm is compensated through percentage of aum, other: family clients may billed for additional services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HELLMAN JORDAN MANAGEMENT CO INC?
HELLMAN JORDAN MANAGEMENT CO INC has approximately 7 employees and manages $95M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HELLMAN JORDAN MANAGEMENT CO INC

Gerald Reid Jordan
QUINCY, MA
Gerald R. Jordan
QUINCY, MA
Susan Lynch
QUINCY, MA

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Nearby cities in Massachusetts
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Research
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