Kristen
Nunes
Pallas Capital Advisors, LLC
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About this Advisor
Kristen Nunes is a financial advisor based in Braintree, Massachusetts, working with Pallas Capital Advisors, LLC. Kristen has previously held positions at Columbia Management Investment Distributors Inc, Pruco Securities, LLC, The Prudential Insurance Company Of America, Purshe Kaplan Sterling Investments, Inc, and Pallas Capital Advisors, LLC. Kristen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Rhode Island. Currently, Kristen is part of Pallas Capital Advisors, LLC, which operates out of Braintree, Massachusetts. The firm has 6 offices and 30 employees. The firm manages assets totaling $3.0 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Pallas Capital Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pallas Capital Advisors, LLC Brokerage Details
$2,965,232,525
30
3,566
$831,529
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Kristen Nunes Work History
Purshe Kaplan Sterling Investments, Inc
Pallas Capital Advisors, LLC
The Prudential Insurance Company Of America
Pruco Securities, LLC
The Prudential Insurance Company Of America
Columbia Management Investment Distributors Inc
Columbia Management Investement Distributors Inc
Disclosures
Please visit the SEC profile of Kristen Nunes 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 Pallas Capital Advisors, LLC
Braintree, MA
Braintree, MA
Braintree, MA
Braintree, MA
Braintree, MA
Braintree, MA
Braintree, MA
Braintree, MA
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