Alan
Rattee
Carlson Investments
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About this Advisor
Alan Rattee is a financial advisor based in Concord, New Hampshire, working with Carlson Investments. Alan has previously held positions at Irwin Marine, Hamilton College, Fidelity Investments, Tilton School, and Anb Fire Protection. Alan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts, Missouri, and New Hampshire. Currently, Alan is part of Carlson Investments, which operates out of Concord, New Hampshire. The firm has 14 employees and manages assets totaling $634.9 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Carlson Investments includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Carlson Investments Brokerage Details
$634,897,677
14
869
$730,607
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Alan Rattee Work History
Fidelity Investments
Fidelity Investments
Hamilton College
Irwin Marine
Hamilton College
Irwin Marine
Hamilton College
Hamilton College
Anb Fire Protection
Tilton School
Disclosures
Please visit the SEC profile of Alan Rattee 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 Carlson Investments
Concord, NH
Concord, NH
Concord, NH
Concord, NH
Concord, NH
Concord, NH
Concord, NH
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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