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Nathanael Rotch Brayton

Nathanael R. Brayton, CFA

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About Nathanael Rotch Brayton

Nathanael Brayton, CFA, is a registered investment advisor representative in Massachusetts. Nathanael Brayton, CFA is the sole owner and registered investment advisor representative of Nathanael R. Brayton, CFA, which is a firm based in Boston, Massachusetts. The firm has been in operation since May 1991. Nathanael Brayton, CFA, provides investment advisory services to individuals and families. The firm also provides portfolio management for trustees of family trusts. The firm's assets under management are approximately $87 million. Nathanael Brayton, CFA, is also a director of Nye Synthetic Lubricants, a specialty chemical company.

Firm Information

Nathanael Brayton is currently registered with Nathanael R. Brayton, CFA. Nathanael R. Brayton, CFA is an investment advisor with 1 investment advisor representative. They manage $87,026,524 in assets for 21 clients, including 15 high-net-worth individuals with $83,321,641 in assets under management, and 6 individuals other than high-net-worth with $3,704,883 in assets under management. Their services include portfolio management for individuals and selection of other advisors.

$87.03M

Assets Under Management

Not reported

Total Clients

1

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for trustees of family trusts

Portfolio management for trustees of family trusts

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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fixed fees

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

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percentage of assets

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

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Nathanael Brayton’s Registration & Firm History

MA

01/01/1996 - Present

Nathanael R. Brayton, CFA (BOSTON MA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nathanael Rotch Brayton.
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