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NV

Nashan Vassall

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CRD#: 5809651
NV

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Nashan Vassall, who also goes by Nashan N Vassall, was a registered financial professional .

Nashan is a previously registered financial professional and started their career in finance in 2011. Nashan had worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Nashan N Vassall

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

October 26, 2017 - December 31, 2024

GOLDSON FINANCIAL LLC

RIA
CRD#: 289552
BOSTON, MA
Past

March 30, 2016 - November 16, 2017

FLAGSHIP HARBOR ADVISORS, LLC

RIA
CRD#: 155733
BOSTON, MA
Past

March 14, 2016 - November 20, 2017

LPL FINANCIAL LLC

BD
CRD#: 6413
BOSTON, MA
Past

September 29, 2014 - March 21, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
BOSTON, MA
Past

September 25, 2014 - March 21, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
BOSTON, MA
Past

October 20, 2011 - September 11, 2013

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
BOSTON, MA
Past

September 12, 2011 - September 11, 2013

CREDIT SUISSE SECURITIES (USA) LLC

RIA
CRD#: 816
BOSTON, MA

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/2/2011
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


GF
GOLDSON FINANCIAL LLC
GOLDSON FINANCIAL LLC

CRD#: 289552 / SEC#:

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Contact information


Main Address
One Washington Mall, Boston, MA 02108
Mailing Address
Phone number
(617) 307-7067
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts6
AUM (Assets Under Management)$ 431,118

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.

Company Information


GOLDSON FINANCIAL LLC

CRD#: 289552

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