Bernard E. Niedermeyer

NBW CAPITAL LLC

BOSTON, MA 02110

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CRD#: 4345857

Professional summary

Bernard Eugene Niedermeyer, who also goes by Ben Niedermeyer, Bernard E. Niedermeyer, is a registered financial advisor currently at NBW CAPITAL LLC located in Boston, Massachusetts.

Bernard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Bernard has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ben Niedermeyer | Bernard E. Niedermeyer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bernard Eugene Niedermeyer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 27, 2008 - Present

NBW CAPITAL LLC

Office #1: 211 Congress Street Suite 901, Boston, MA 02110

RIA

CRD#: 147306

BOSTON, MA

Past

November 6, 2003 - January 7, 2008

RADIAN CAPITAL MANAGEMENT, LLC

RIA

CRD#: 127856

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NBW CAPITAL LLC

NBW CAPITAL LLC | TAYLOR INVESTMENT COUNSELORS LLC | TAYLOR INVESTMENT COUNSELORS | TAYLOR INVESTMENT COUNSELLORS LLC

CRD#: 147306 / SEC#: 801-69253

RIA

Registered Investment Advisory firm - (7/24/2008 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(9/5/2008)

IAR

Texas
(12/9/2016)

IAR

Washington
(8/27/2008)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

NBW CAPITAL LLC

NBW CAPITAL LLC | TAYLOR INVESTMENT COUNSELORS LLC | TAYLOR INVESTMENT COUNSELORS | TAYLOR INVESTMENT COUNSELLORS LLC

CRD#: 147306 / SEC#: 801-69253

RIA

Registered Investment Advisory firm - (7/24/2008 Approved)

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Contact information

Main Address

211 Congress Street Suite 901, Boston, MA 02110

Mailing Address

Phone number

(617) 482-2222

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A 2024 (3/31/2025)

ADV PART 2B 2024 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	684
AUM (Assets Under Management)	$ 622,398,083

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/25/2024	Cover Page	Report
09/28/2023	Cover Page	Report
12/28/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Bernard E. Niedermeyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bernard Eugene Niedermeyer's CRS (Customer Relationship Summary).

Certified licenses

Experience

NBW CAPITAL LLC

RADIAN CAPITAL MANAGEMENT, LLC

Primary Firm SEC Registration

NBW CAPITAL LLC

State Registrations and Notice Filings

Exams

Current Firm

NBW CAPITAL LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

NBW CAPITAL LLC

TRUST BUT VERIFY

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