AdvisorOS Directory
Claim Profile
NB

Nicholas Joseph Bologna

EASTWARD CAPITAL PARTNERS, LLC·WEST NEWTON, Massachusetts
Unclaimed Profile
432 CHERRY STREET, WEST NEWTON, MA 02465CRD# 4404824Firm CRD# 161422
01

About

Nicholas Joseph Bologna is a registered financial advisor based in WEST NEWTON, Massachusetts, affiliated with EASTWARD CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
EASTWARD CAPITAL PARTNERS, LLC
EASTWARD CAPITAL PARTNERS, LLC
AUM
$166M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at EASTWARD CAPITAL PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Performance-based fees
Other: PERCENTAGE OF RETURNED CAPITAL
Regulatory
SEC/IARD CRD# 4404824
Firm CRD# 161422
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WEST NEWTON?

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

Browse WEST NEWTON AdvisorsAre you this advisor? Claim profile

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 Nicholas Joseph Bologna offer?
Nicholas Joseph Bologna specializes in Retirement Planning. Contact their office in WEST NEWTON, Massachusetts for a consultation.
What are Nicholas Joseph Bologna's credentials?
Nicholas Joseph Bologna is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicholas Joseph Bologna located?
Nicholas Joseph Bologna is based in WEST NEWTON, Massachusetts, working with EASTWARD CAPITAL PARTNERS, LLC. Their office serves clients in the WEST NEWTON metropolitan area and surrounding communities.
How does Nicholas Joseph Bologna charge for services?
Nicholas Joseph Bologna's firm is compensated through performance-based fees, other: percentage of returned capital. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EASTWARD CAPITAL PARTNERS, LLC?
EASTWARD CAPITAL PARTNERS, LLC has approximately 12 employees and manages $166M 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 →
Other advisors in WEST NEWTON
Christopher Michael Bodnar — EASTWARD CAPITAL PARTNERS, LLCScott Joseph Babka — CAPSHIFT ADVISORS, LLCThomas Gerard Snow — RIGHTHAND CAPITAL, LLCGerhard Robert Fox — CAPSHIFT ADVISORS, LLCDennis Patrick Cameron — EASTWARD CAPITAL PARTNERS, LLC
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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile