Vijay
Naidu

Nutter Investment Advisors

CRD#2183477
Investment Advisor
in Boston, MA

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About this Advisor

Vijay Naidu is a chartered financial analyst operating out of Boston, Massachusetts who has 8 years of industry experience. Naidu works at Nutter Investment Advisors. Over the course of their career, they have held roles at Nutter Investment Advisors Limited Partnership and Palmerdodge Advisors. Naidu is able to advise clients in Massachusetts. Nutter Investment Advisors is a registered investment firm based in Boston, MA. It controls $2 billion in assets across its 34 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. Of its 34 client accounts, 73% belong to high-net-worth clients who have at least $1 million in assets. The business has a set of services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fee schedules typically are based on which services the firm provides the client. Fee types charged by Nutter Investment Advisors likely consist of asset-based and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

8 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Seaport West 155 Seaport Boulevard
Boston, MA 02210

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Nutter Investment Advisors Brokerage Details

Total Assets Under Management

$2,145,537,720

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

5

MA Average: 118
Total Number of Accounts

34

MA Average: 4,567
Average Account Size

$63,104,051

MA Average: $3,506,186

Investment Advisory Services

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

Vijay Naidu Work History

Vijay has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Nutter Investment Advisors Limited Partnership

2005 - 2015 (10 years)

Palmerdodge Advisors

*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 Vijay Naidu 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 Nutter Investment Advisors

James Bacon
Boston, MA
Richard Sipley
Boston, MA
Anu Kothari
Boston, MA
Vijay Naidu
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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