NBT CAPITAL MANAGEMENT, INC.

JOHNSON CITY, New York·8 registered advisors·CRD# 104932
SEC# 801-307865607-584-4141
01

Firm Overview

AUM
$1.3B
Regulatory assets under management
Employees
17
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at NBT CAPITAL MANAGEMENT, INC.

8 registered advisors
Brian Andrew Voss
JOHNSON CITY, New York
Cynthia Robinson Rosplock
JOHNSON CITY, New York
Douglas Jon Coggins
JOHNSON CITY, New York
Kathleen Ogozaly Bartlow
JOHNSON CITY, New York
Kenneth Dale Rosplock
JOHNSON CITY, New York
Leona Ann Hoag
JOHNSON CITY, New York
Manuel S Orta
JOHNSON CITY, New York
Ruth Halley Mahoney
JOHNSON CITY, New York
05

Office Locations

JOHNSON CITY, New York
8 advisors

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Data sourced from SEC Form ADV filings. NBT CAPITAL MANAGEMENT, INC. (CRD# 104932) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.