Napatree Capital LLC
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About this Advisor
Michael Moses is a financial advisor based out of Westerly, Rhode Island with 3 years of industry experience. Moses works at Napatree Capital LLC. Throughout their career, they have worked at Fidelity Brokerage Services LLC and Napatree Capital LLC. Moses has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Massachusetts and Rhode Island. Napatree Capital LLC is an advisory business headquartered in Westerly, RI. The company has just five people on staff. It has $170 million in assets between its 295 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 295 customer accounts, 55% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial advice usually vary depending on the services. However, fees billed by Napatree Capital LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
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Napatree Capital LLC Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Michael Moses Work History
Michael has been registered as a financial advisor for 3 years.*
Napatree Capital LLC
Fidelity Brokerage Services LLC
*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 Michael Moses 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 Napatree Capital LLC
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