Kevin L. Nulton

TITANIUM ADVISORS

Franklin, MA 02038

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CRD#: 5374120

Professional summary

Kevin Lee Nulton, CFP® is a registered financial advisor currently at TITANIUM ADVISORS, LLC located in Franklin, Massachusetts.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Kevin has worked at 2 firms and has passed the Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Kevin Lee Nulton'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®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

May 24, 2010 - Present

TITANIUM ADVISORS, LLC

Office #1: 9 Summer Street Suite 303, Franklin, MA 02038

RIA

CRD#: 153943

Franklin, MA

Past

November 21, 2007 - April 30, 2009

WES INVESTMENTS, LLC

CRD#: 144097

BRAINTREE, 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".

TITANIUM ADVISORS, LLC

TITANIUM ADVISORS | TITANIUM ADVISORS, LLC

CRD#: 153943 / SEC#: 801-123566

RIA

Registered Investment Advisory firm - (3/30/2022 Approved)

Massachusetts

Registered Investment Advisory firm - (4/1/2022 Terminated)

Vermont

Registered Investment Advisory firm - (4/12/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(5/24/2010)

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

State Security Law Exam

Series 63

Date: 7/20/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/19/2007

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/15/2007

General Securities Principal Examination

Current Firm

TITANIUM ADVISORS, LLC

TITANIUM ADVISORS | TITANIUM ADVISORS, LLC

CRD#: 153943 / SEC#: 801-123566

RIA

Registered Investment Advisory firm - (3/30/2022 Approved)

Massachusetts

Registered Investment Advisory firm - (4/1/2022 Terminated)

Vermont

Registered Investment Advisory firm - (4/12/2022 Terminated)

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Contact information

Main Address

9 Summer Street Suite 303, Franklin, MA 02038

Mailing Address

Phone number

(508) 528-3120

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TITANIUM ADVISORS, LLC ADV BROCHURE_FEBRUARY 2025 (2/13/2025)

Regulatory assets under management

Total Number of Accounts	227
AUM (Assets Under Management)	$ 151,407,835

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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Kevin L. Nulton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Lee Nulton's CRS (Customer Relationship Summary).

Certified licenses

Experience

TITANIUM ADVISORS, LLC

WES INVESTMENTS, LLC

Primary Firm SEC Registration

TITANIUM ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/20/2007

Series 7

Date: 7/19/2007

Series 24

Date: 8/15/2007

Current Firm

TITANIUM ADVISORS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TITANIUM ADVISORS, LLC

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