Chief Executive Officer and Manager of GP · Nutter Investment Advisors
Richard A. Sipley
CRD 2626222 · Named on Form ADV at one SEC-registered adviser
At a glance
Nutter Investment Advisors, an SEC-registered asset manager based in Boston, MA with $3.0 billion in regulatory assets, lists Richard A. Sipley on its Form ADV as Chief Executive Officer and Manager of GP, a control person.
Firms and roles
- Nutter Investment AdvisorsChief Executive Officer and Manager of GPAsset manager · Boston, MA · $3.0B in regulatory assets
AtlasMembers
Richard’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2014 (11 years)
- Designations
- Certified Financial Planner, Chartered Financial Analyst
- Exams
- Series 63
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Richard’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Thomas P. JalkutManager of GP, Nutter Investment Advisors
- Deborah J. ManusManager of GP, Nutter Investment Advisors
- James C. BaconDirector of Research, Portfolio Manager, Chief Compliance Officer and Manager of GP, Nutter Investment Advisors
- Jeffrey W. RobertsManager of GP, Nutter Investment Advisors
- Vijay NaiduManager of GP, Nutter Investment Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Richard’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.