Nathan
Goodwin

Klr Investment Advisors, LLC

CRD#3146132
Investment Advisor
in Providence, RI

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About this Advisor

Nathan Goodwin is a financial advisor operating out of Providence, Rhode Island who has 1 year of relevant experience. Goodwin is an advisor for Klr Investment Advisors, LLC. During their career, Goodwin has held roles at Lincoln Financial Network, Signator Investors Inc, Klr Investment Advisors, LLC and Citizens Securities, Inc. Goodwin maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Massachusetts and Rhode Island. Klr Investment Advisors, LLC is a financial advisory business that has its headquarters in Providence, RI. The investment advisory business has offices in five locations and a total of seven people on staff. It manages $253 million in assets under management between its 439 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 439 accounts, 17% are held by high-net-worth investors who have greater than $1 million in investable assets. Klr Investment Advisors, LLC provides a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. A financial advisor's fees largely depend on the type of services provided. However, fee types billed by Klr Investment Advisors, LLC can be comprised of any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

951 North Main Street
Providence, RI 02904

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Klr Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$252,740,278

RI Average: $2,813,243,532
Total Number of Employees

7

RI Average: 18
Total Number of Accounts

439

RI Average: 609
Average Account Size

$575,718

RI Average: $4,619,448

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other

Nathan Goodwin Work History

Nathan has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Klr Investment Advisors, LLC

2016 - 2022 (6 years)

Citizens Securities, Inc

2013 - 2016 (3 years)

Signator Investors Inc

2007 - 2013 (6 years)

Lincoln Financial Network

*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 Nathan Goodwin 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 Klr Investment Advisors, LLC

Michael Trotter
Providence, RI
Nathan Goodwin
Providence, RI
Craig Dumas
Providence, RI
Peri Aptaker
Providence, RI

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.

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