Andrew
Nadeau
Bigelow Investment Advisors, LLC
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About this Advisor
Andrew Nadeau is a certified financial planner based in Portland, Maine with a total of 1 year of industry experience. Nadeau currently works for Bigelow Investment Advisors, LLC. Their career trajectory has included roles at Salem Five Investment Services, Stonehearth Capital Management and Bigelow Investment Advisors, LLC. Nadeau holds Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to work in Maine. Bigelow Investment Advisors, LLC is a business that has its headquarters in Portland, ME. It manages $384 million in assets across its 800 customer accounts, placing it among the bigger investment advisory firms in the nation by assets under management. The firm provides services to seven charities and foundations. Of its 800 client accounts, 32% are held by high-net-worth clients who have greater than $1 million in assets. The advisory firm offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors largely depend on which services the firm provides the client. Fees charged by Bigelow Investment Advisors, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bigelow Investment Advisors, LLC Brokerage Details
$383,895,357
5
800
$479,869
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Andrew Nadeau Work History
Andrew has been registered as a financial advisor for 1 years.*
Bigelow Investment Advisors, LLC
Stonehearth Capital Management
Salem Five Investment Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrew Nadeau to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bigelow Investment Advisors, LLC
Portland, ME
Portland, ME
Portland, ME
Portland, ME
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
