AM
Ann Megan
from Nbt Capital Management, Inc.
Ann Megan is a financial advisor based in New York, Johnson City,
with 16 years of experience. Ann currently works for
Nbt Capital Management, Inc..
Ann maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Ann Megan works at Nbt Capital Management, Inc.
Nbt Capital Management, Inc. is a financial advisory firm based in Johnson City, New York. It currently has approximately $960,544,249 of assets under management and employs about 16 people. Nbt Capital Management, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
7 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
331 Main Street, Suite 1, Johnson City, New York, 13790
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