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Nanette Blish
40 Years of Experience
North Kingstown, RI
Broker
Nanette Blish is a registered investment advisor at Cetera Investment Advisers LLC, based in North Kingstown, RI, with 40 years of industry experience. Nanette 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
North Kingstown, RI
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
October 2016 - Present · 9 yrs 7 mos
Previous Registrations
Cetera Advisors LLC
October 2016 - March 2024 · 7 yrs 5 mos
Investors Capital CORP.Broker
March 2012 - October 2016 · 4 yrs 7 mos
Investors Capital Advisory
March 2012 - October 2016 · 4 yrs 7 mos
UBS Financial Services INC.
March 1991 - April 2012 · 21 yrs 1 mo
UBS Financial Services INC.Broker
April 1990 - April 2012 · 22 yrs
Shearson Lehman Hutton INC.Broker
February 1986 - May 1990 · 4 yrs 3 mos
State Registrations12 states
CACTFLIDMANCNJNYOHRITXVA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.