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Sean Patrick Fitzgibbon

NBW Capital LLC

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About Sean Patrick Fitzgibbon

Sean Fitzgibbon is a Chartered Financial Analyst with over 15 years of experience in the financial services industry. Currently, Sean is a Registered Investment Advisor Representative at NBW Capital LLC, where he has been working since February 2021. Previously, Sean worked at The Boston Company, starting in December 2005. Sean specializes in providing financial planning and portfolio management services to individuals, corporations, and charitable organizations. He has a proven track record of success in helping clients achieve their financial goals.

Firm Information

Sean Fitzgibbon 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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Sean Fitzgibbon’s Registration & Firm History

MA

05/18/2021 - Present

NBW Capital LLC (BOSTON MA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sean Patrick Fitzgibbon.
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