NC
Nancy Cleveland
from Nbt Capital Management, Inc.
Nancy Cleveland is a financial advisor based in New York, Johnson City,
with 38 years of experience. Nancy currently works for
Nbt Capital Management, Inc..
Nancy 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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Nancy Cleveland 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
20 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
Advisor can help with
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