Nikolai
Krupyshev

Wealth Effects

CRD#7492380
Investment Advisor
in Boston, MA

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About this Advisor

Nikolai Krupyshev is a financial advisor based in Boston, Massachusetts who has 1 year of relevant experience. Krupyshev is an employee of Wealth Effects. Throughout their career, Krupyshev has worked at Chelmsford Public Schools, Fireside Catering, Bodyarmor Sports Drink, Brooks Automation Inc, University Of Massachusetts Amherst, Wealth Effects LLC and Boston Harbor Group. Krupyshev holds a Series 65 license, which qualifies them as an investment advisor representative, and can advise clients in New York. Wealth Effects is an advisory business that has its headquarters in Boston, MA. It has offices in three locations and a total of 12 financial advisors. It handles $300 million in assets between its 914 customer accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 914 customer accounts, just 4% belong to high-net-worth investors who have greater than $1 million in investable assets. Wealth Effects has a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors are based on which services are provided. However, fees charged by Wealth Effects typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

265 Franklin Street Suite 1702
Boston, MA 02110

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Wealth Effects Brokerage Details

Total Assets Under Management

$300,327,000

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

12

MA Average: 118
Total Number of Accounts

914

MA Average: 4,567
Average Account Size

$328,585

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Nikolai Krupyshev Work History

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

2021 - Present (3 years)

Wealth Effects LLC

2020 - 2021 (1 year)

Boston Harbor Group

2019 - 2019 (< 1 year)

Brooks Automation Inc

2018 - 2019 (1 year)

Bodyarmor Sports Drink

2017 - 2017 (< 1 year)

Fireside Catering

2017 - 2021 (4 years)

University Of Massachusetts Amherst

2011 - 2017 (6 years)

Chelmsford Public Schools

*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 Nikolai Krupyshev 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 Wealth Effects

Nikolai Krupyshev
Boston, MA
Patricia Flaherty
Boston, MA
William Liberti
Boston, MA
Warner Wayne
Boston, MA
Stanton Weissenborn
Boston, MA
Bernard Katz
Boston, MA

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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