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Christopher Malcolm Blakely

NBW Capital LLC

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About Christopher Malcolm Blakely

Christopher Blakely is an Investment Advisor Representative registered with NBW Capital LLC and has been working in the industry since October 2014. Christopher Blakely holds a Series 65 license. Christopher Blakely specializes in providing financial planning and portfolio management services to individuals and businesses. Christopher Blakely is registered with the state of Massachusetts and Georgia.

Firm Information

Christopher Blakely is currently registered with NBW Capital LLC. NBW Capital LLC is a Boston, MA-based investment advisor with approximately $525 million in regulatory assets under management. The firm provides financial planning and portfolio management services for individuals, businesses, charitable organizations, and other institutions. They have been in business for 15 years and have 4 employees. They primarily serve individuals other than high-net-worth, charitable organizations, and corporations or other businesses.
NBW Capital LLC

211 CONGRESS STREET

BOSTON, MA 02110

$525.32M

Assets Under Management

Not reported

Total Clients

4

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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percentage of assets

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

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Christopher Blakely’s Registration & Firm History

MA

09/10/2008 - Present

NBW Capital LLC (BOSTON MA)

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Licenses & Designations

IA

Issued 01/17/2002

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Malcolm Blakely.
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