Jeffrey
Croteau

Tide Cycle Resources LLC

CRD#4005980
Investment Advisor
in Portsmouth, NH

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About this Advisor

Jeffrey Croteau is a financial advisor based in Portsmouth, New Hampshire, working with Tide Cycle Resources LLC. Jeffrey has previously held positions at Prime, Buchholz & Associates, Inc and Tide Cycle Resources LLC. Jeffrey has passed the Series 63 regulatory exam and is registered to provide services in New Hampshire. Currently, Jeffrey is part of Tide Cycle Resources LLC, which operates out of Portsmouth, New Hampshire. The firm has one employee and manages assets totaling $1.4 billion. The services offered by the firm include portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Tide Cycle Resources LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

36 Maplewood Ave
Portsmouth, NH 03801

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Tide Cycle Resources LLC Brokerage Details

Total Assets Under Management

$1,396,569,716

NH Average: $509,638,208
Total Number of Employees

1

NH Average: 12
Total Number of Accounts

1

NH Average: 581
Average Account Size

$1,396,569,716

NH Average: $877,174

Investment Advisory Services

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

Jeffrey Croteau Work History

2024 - Present (0 year)

Tide Cycle Resources LLC

2000 - Present (24 years)

Prime, Buchholz & Associates, Inc

Disclosures

Please visit the SEC profile of Jeffrey Croteau 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 Tide Cycle Resources LLC

Jeffrey Croteau
Portsmouth, 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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