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NESTEGG FINANCIAL
CHARLES JOSEPH CONSENTINO, III
CRD 128936
2 SOUTH MAIN STREET, MIDDLETON, MA, 01949, United States
Phone
781-592-0006
Fax
978-750-1851
Registration
— (—)
Source
State registered
Total AUM
$8.0M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Fixed fees
Org form
Sole Proprietorship
Filing date
2019-07-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 50 | $8.0M |
All web addresses on file
Official SEC filing: View on IAPD