Jerry
Nigro
Claybrook Capital, LLC
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About this Advisor
Jerry Nigro is a financial advisor who works out of Wellesley, Massachusetts who has 6 years of industry experience. Nigro is currently employed by Claybrook Capital, LLC. Their career trajectory has included roles at Ubs Financial Services Inc, Claybrook Capital, LLC, Robertson Stephens Advisors LLC and Robertson Stephens Securities LLC. Nigro maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Massachusetts and Texas. Claybrook Capital, LLC is a registered investment business operating out of Wellesley, MA. It has just three people on staff. It controls $296 million in assets under management between its 74 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 74 customer accounts, 44% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm performs a set of services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees are based on which services the firm provides the client. However, fee types charged by Claybrook Capital, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Claybrook Capital, LLC Brokerage Details
$295,788,355
3
74
$3,997,140
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jerry Nigro Work History
Jerry has been registered as a financial advisor for 6 years.*
Claybrook Capital, LLC
Robertson Stephens Advisors LLC
Robertson Stephens Securities LLC
Ubs Financial Services Inc
Ubs Financial Services Inc
*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 Jerry Nigro 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 Claybrook Capital, LLC
Wellesley, MA
Wellesley, MA
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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