Nolan R. Beattie

WEALTHCARE INVESTMENT PARTNERS LLC

Portsmouth, RI 02871

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CRD#: 7595096

Professional summary

Nolan Robert Beattie is a registered financial advisor currently at WEALTHCARE INVESTMENT PARTNERS LLC located in Portsmouth, Rhode Island and PRIVATE CLIENT SERVICES, LLC located in Portsmouth, Rhode Island.

Nolan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Nolan has worked at 2 firms and has passed the Series 65, Series 66, Series 7TO, SIE 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.

1) Wealth Care Investment Partners. 35 Dyer Street, Portsmouth, RI 02878. RIA. Operations/client service associate. 160 hrs/mo; 140 during trading hrs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nolan Robert Beattie'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

December 19, 2022 - Present

WEALTHCARE INVESTMENT PARTNERS LLC

Office #1: 35 Dyer Street, Portsmouth, RI 02871

RIA

CRD#: 296475

Portsmouth, RI

Current

October 17, 2022 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 35 Dyer Street, Portsmouth, RI 02871

RIA

CRD#: 120222

Portsmouth, RI

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".

WEALTHCARE INVESTMENT PARTNERS LLC

WEALTHCARE INVESTMENT PARTNERS | WEALTHCARE INVESTMENT PARTNERS LLC

CRD#: 296475 / SEC#: 801-113276

RIA

Registered Investment Advisory firm - (5/24/2018 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Rhode Island
(12/19/2022)

Rhode Island
(1/9/2023)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/13/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 12/17/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/17/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/13/2022

Securities Industry Essentials Examination

Principal/Supervisory Exam

Series 24

Date: 5/8/2023

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

WEALTHCARE INVESTMENT PARTNERS LLC

WEALTHCARE INVESTMENT PARTNERS | WEALTHCARE INVESTMENT PARTNERS LLC

CRD#: 296475 / SEC#: 801-113276

RIA

Registered Investment Advisory firm - (5/24/2018 Approved)

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Contact information

Main Address

35 Dyer Street, Portsmouth, RI 02871

Mailing Address

Po Box 189, Portsmouth, RI 02871

Phone number

(401) 682-2335

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV2A, WRAP APPENDIX, AND PRIVACY POLICY (2/6/2025)

Regulatory assets under management

Total Number of Accounts	2,876
AUM (Assets Under Management)	$ 654,788,239

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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Advisor Monitoring

Firm Stability Insights

Nolan R. Beattie

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nolan Robert Beattie's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

Primary Firm SEC Registration

WEALTHCARE INVESTMENT PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/13/2023

Series 66

Date: 12/17/2022

Series 7TO

Date: 10/17/2022

SIE

Date: 8/13/2022

Series 24

Date: 5/8/2023

FINRA

Current Firm

WEALTHCARE INVESTMENT PARTNERS LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEALTHCARE INVESTMENT PARTNERS LLC

TRUST BUT VERIFY

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