Invested Better
Unclaimed

Unclaimed

Unclaimed

Byron K Nilsson

YHB Investment Advisors Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Byron? Claim Your Profile

About Byron K Nilsson

Byron Nilsson is an investment advisor representative at YHB Investment Advisors Inc. in West Hartford, Connecticut. Byron specializes in providing investment advice to individuals, corporations, and charitable organizations. Byron has been working in the industry since 2011 and holds a Series 65 license. Prior to joining YHB Investment Advisors Inc., Byron worked at Societe Generale.

Firm Information

Byron Nilsson is currently registered with YHB Investment Advisors Inc.. YHB Investment Advisors Inc. is a registered investment advisor based in West Hartford, CT. They offer a range of advisory services, including portfolio management for individuals and businesses, pension consulting, and selection of other advisors. With a focus on high-net-worth individuals, corporations, charitable organizations, and pension and profit sharing plans, YHB Investment Advisors Inc. has over $1.74 billion in regulatory assets under management.
YHB Investment Advisors Inc.

29 SOUTH MAIN STREET

WEST HARTFORD, CT 06107-2417

$1.75B

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

participant account management

Participant account management

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Byron Nilsson’s Registration & Firm History

CT

10/25/2021 - Present

YHB Investment Advisors Inc. (WEST HARTFORD CT)

Not sure if Byron K Nilsson is right for you?

Licenses & Designations

IA

Issued 10/23/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Byron K Nilsson.
Not sure if Byron K Nilsson is right for you?