Invested Better
Unclaimed

Unclaimed

Unclaimed

Nicholas Michael Gannon

Keenan Financial

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

About Nicholas Michael Gannon

Nicholas Gannon is an Investment Advisor Representative at Keenan Financial. Nicholas is registered with the state of Massachusetts. Nicholas has been in the financial industry since 2021. Nicholas has a Series 65 license. Nicholas also works as an insurance agent and specializes in life and health insurance sales. Nicholas has experience working in the education industry.

Firm Information

Nicholas Gannon is currently registered with Keenan Financial. Keenan Financial is an investment advisor based in Boston, MA. They offer financial planning and portfolio management services to individuals and businesses. They manage approximately $102,705,869 in assets for 1,096 clients, primarily high-net-worth individuals and individuals other than high-net-worth.
Keenan Financial

11 BEACON ST

BOSTON, MA 02108

$102.71M

Assets Under Management

9

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

financial planning services

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

check

portfolio management for businesses

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

check

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.

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.

Nicholas Gannon’s Registration & Firm History

MA

01/10/2025 - Present

Keenan Financial (BOSTON MA)

Not sure if Nicholas Michael Gannon is right for you?

Licenses & Designations

IA

Issued 10/08/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas Michael Gannon.
Not sure if Nicholas Michael Gannon is right for you?