Nicholas
Kraszyk
Cadence Wealth Management LLC
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About this Advisor
Nicholas Kraszyk is a financial advisor based in Westborough, Massachusetts with 13 years of relevant experience. Kraszyk currently works for Cadence Wealth Management LLC. Kraszyk has gained experience at Cadence Wealth Mgmt and Purshe Kaplan Sterling Investment. Kraszyk maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Massachusetts and Rhode Island. Cadence Wealth Management LLC is a financial advisory firm that has its headquarters in Westborough, MA. It manages $263 million in assets under management among its 2,830 client accounts, placing it among the mid-sized firms in the country by assets under management. Of its 2,830 accounts, 15% are held by high-net-worth clients who have greater than $1 million in assets. The company has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees vary depending on the type of services. However, fees charged by Cadence Wealth Management LLC can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cadence Wealth Management LLC Brokerage Details
$262,682,581
8
2,830
$92,821
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Nicholas Kraszyk Work History
Nicholas has been registered as a financial advisor for 13 years.*
Cadence Wealth Mgmt
Purshe Kaplan Sterling Investment
*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 Nicholas Kraszyk 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 Cadence Wealth Management LLC
Westborough, MA
Westborough, MA
Westborough, MA
Westborough, MA
Westborough, MA
Westborough, MA
Westborough, MA
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