Unclaimed Profile

Paul Trowbridge Gillespie

NUANCE INVESTMENTS, LLC·KANSAS CITY, Missouri

Series 7, Series 63, Series 65, Series 86, Series 87Clean record12 years registeredNUANCE INVESTMENTS, LLC

4900 MAIN STREET, KANSAS CITY, MO 64112CRD# 4752094Firm CRD# 148534

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paul Trowbridge Gillespie · KANSAS CITY, MO

Registration

CRD #4752094 · NUANCE INVESTMENTS, LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NUANCE INVESTMENTS, LLC

NUANCE INVESTMENTS, LLC

Jul 2014 – Dec 2025

MEMPHIS, TN

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Series 86

Series 87

Registration record

First registered · July 2, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NUANCE INVESTMENTS, LLC

CRD 148534 · SEC 801-69682

AUM

$5.0B

Regulatory assets under management

Employees

659 client accounts

Services offered by NUANCE INVESTMENTS, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at NUANCE INVESTMENTS, LLC →

Introduction

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Frequently Asked Questions

What services does Paul Trowbridge Gillespie offer?

Paul Trowbridge Gillespie specializes in Investment Management, Retirement Planning, Wealth Management.

What are Paul Trowbridge Gillespie's credentials?

Paul Trowbridge Gillespie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Trowbridge Gillespie located?

Paul Trowbridge Gillespie is based in KANSAS CITY, Missouri, last registered with NUANCE INVESTMENTS, LLC.

How does Paul Trowbridge Gillespie charge for services?

Paul Trowbridge Gillespie's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NUANCE INVESTMENTS, LLC?

NUANCE INVESTMENTS, LLC has approximately 22 employees and manages $5.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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