Avantax Advisory Services

Investment Advisor
in Sandwich, MA

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About this Advisor

Nicholas Vantine is a personal financial specialist working in Sandwich, Massachusetts with 25 years of relevant experience. Vantine is on the advisory team at Avantax Advisory Services. Over the course of their career, they have held roles at Avantax Investment Services, Inc, Avantax Advisory Services, Boardwalk T&B, Inc and Nick Vantine Co. Vantine holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Massachusetts. Avantax Advisory Services is a registered investment company based out of Coppell, TX. The company has offices in 1,514 locations and a total of 2,433 people on staff. It oversees $31 billion in total assets across its 123,393 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. Of its 123,393 accounts, just 6% belong to high-net-worth clients who have at least $1 million in assets. Avantax Advisory Services has a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial advisory services usually vary depending on which services are offered. However, fees charged by Avantax Advisory Services can include some blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Personal Financial Specialist

Years Registered*

25 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

8 Merchants Road Unit 6
Sandwich, MA 02563

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Avantax Advisory Services Brokerage Details

Total Assets Under Management


MA Average: $3,042,739,679
Total Number of Employees


MA Average: 49
Total Number of Accounts


MA Average: 2,315
Average Account Size


MA Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Nicholas Vantine Work History

Nicholas has been registered as a financial advisor for 25 years.*

2021 - Present (3 years)

Nick Vantine Co

2011 - Present (13 years)

Boardwalk T&B, Inc

1998 - Present (26 years)

Avantax Advisory Services

1996 - Present (28 years)

Avantax Investment 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.


Please visit the SEC profile of Nicholas Vantine 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 Avantax Advisory Services

Nicholas Randone
Melville, NY
Alexander Folken
Fullerton, CA
Annie Fruge
Irving, TX
Brandon Melton
Irving, TX
Jeanne Helmar
Lansdale, PA
Casey Radke
Irving, TX
Andrew Smith
Gadsden, AL
Rosa Rosales
Irving, TX

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

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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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