Nicholas
Kraszyk

Cadence Wealth Management LLC

CRD#5010874
Investment Advisor
in Westborough, MA

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About this Advisor

Nicholas Kraszyk is a financial advisor based in Westborough, Massachusetts, working with Cadence Wealth Management LLC. Nicholas has previously held positions at Cadence Wealth Mgmt and Purshe Kaplan Sterling Investment. Nicholas has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts and Rhode Island. Currently, Nicholas is part of Cadence Wealth Management LLC, which operates out of Westborough, Massachusetts. The firm has 8 employees and manages assets totaling $292.2 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Cadence Wealth Management LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1800 West Park Drive Suite 330
Westborough, MA 01581

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Cadence Wealth Management LLC Brokerage Details

Total Assets Under Management

$292,198,859

MA Average: $16,012,751,954
Total Number of Employees

8

MA Average: 118
Total Number of Accounts

2,819

MA Average: 4,567
Average Account Size

$103,653

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Nicholas Kraszyk Work History

2010 - Present (15 years)

Cadence Wealth Mgmt

2010 - Present (15 years)

Purshe Kaplan Sterling Investment

Created with Highcharts 6.0.7

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

Steven Deboth
Westborough, MA
Grigoriy Grinshteyn
Westborough, MA
Nicholas Kraszyk
Westborough, MA
Casey Clarke
Westborough, MA
Michael Downey
Westborough, MA
James Laite
Westborough, MA
Thomas Shiffer
Westborough, MA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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