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Advisor

Nicholas Cruise

Clarendon Private · Boston, Massachusetts

Nicholas Cruise is a fee-only financial advisor at Clarendon Private in Boston, Massachusetts. Clarendon Private reports charging a percentage of assets on its Form ADV.

Percentage of assets Fee-only

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Facts

FirmClarendon Private
Based in Boston, Massachusetts
Fee model (firm's Form ADV)Percentage of assets
Assets under management$352.1M across 231 accounts
SEC registration Investment adviser representative in MA · CRD 6481496
Exams passedSeries 63 (2015) · Series 66 (2016)
Firm size8 employees
Disclosures None reported
Websitewww.clarendonprivate.com

How Nicholas's firm compares

  • Clarendon Private's average account is about $1.5 million, from its Form ADV (assets managed divided by 231 accounts).

What fee-only advisors charge in Massachusetts

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Questions about Nicholas

Is Nicholas Cruise a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and Clarendon Private reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Nicholas charge for financial advice?

Nicholas's firm, Clarendon Private, reports charging a percentage of assets on its SEC Form ADV.

Where is Nicholas Cruise based?

Nicholas Cruise is based in Boston, Massachusetts.

Is Nicholas Cruise registered with the SEC?

Yes. Nicholas Cruise is registered as an investment adviser representative in MA (CRD 6481496), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Clarendon Private manage?

Clarendon Private reports $352.1M across 231 accounts in assets under management.

How do I contact Nicholas Cruise?

Through Nicholas's website, www.clarendonprivate.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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