Nancy Holstein
Nancy Holstein is a registered investment advisor at Cetera Investment Advisers LLC, based in Mystic, CT, with 13 years of industry experience. Nancy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Nh Investment Management Mystic Packer Suites, 12 Roosevelt Avenue, Mystic, CT, 06355
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nancy is the President/Owner of NH Investment Management, offering insurance, securities, and investment products, dedicating full-time hours to this role. She is also an independent insurance agent selling fixed insurance products, dedicating minimal time to this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations10 states
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