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Nicholas Joseph Bologna

EASTWARD CAPITAL PARTNERS, LLC·WEST NEWTON, Massachusetts
SIE, Series 7Clean recordEASTWARD CAPITAL PARTNERS, LLC
432 CHERRY STREET, WEST NEWTON, MA 02465CRD# 4404824Firm CRD# 161422

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nicholas Joseph Bologna · WEST NEWTON, MA
Registration
CRD #4404824 · EASTWARD CAPITAL PARTNERS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
EASTWARD CAPITAL PARTNERS, LLC
CRD 161422 · SEC 801-73730
AUM
$166M
Regulatory assets under management
Employees
12
7 client accounts
Services offered by EASTWARD CAPITAL PARTNERS, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at EASTWARD CAPITAL PARTNERS, LLC →
Introduction

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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.
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