Philip Nassau
Nutmeg Capital Advisors · Hartford, Connecticut
Philip Nassau is a fee-only financial advisor at Nutmeg Capital Advisors in Hartford, Connecticut, who holds the CFP credential. Nutmeg Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Nutmeg Capital Advisors |
|---|---|
| Based in | Hartford, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $41.8M across 83 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT, VT · CRD 1529052 |
| Exams passed | Series 63 (1988) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Philip's firm compares
- Nutmeg Capital Advisors's average account is about $504,000, from its Form ADV (assets managed divided by 83 accounts).
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Questions about Philip
Is Philip Nassau a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Philip holds no broker registration, and Nutmeg Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Philip charge for financial advice?
Philip's firm, Nutmeg Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Philip Nassau based?
Philip Nassau is based in Hartford, Connecticut.
What credentials does Philip Nassau hold?
Philip Nassau holds the CFP credential.
Is Philip Nassau registered with the SEC?
Yes. Philip Nassau is registered as an investment adviser representative in CT and VT (CRD 1529052), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Nutmeg Capital Advisors manage?
Nutmeg Capital Advisors reports $41.8M across 83 accounts in assets under management.
How do I contact Philip Nassau?
Contact details aren't on file yet. Search for Nutmeg Capital Advisors.
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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