Advisor at NBT Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
NBT Capital Management, Inc.
Location
Norwich, NY 13815
Credentials
Series 63, Series 65
Industry experience
23 years
Brian Voss is a financial advisor with LPL Financial in Johnson City, NY, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with LPL Financial since 2003 and is also affiliated with NBT Capital Management, where he provides investment advisory services. Outside of his advisory roles, he serves on the board of Dollars for Scholars, a nonprofit organization coordinating scholarship scoring. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment delivery options, combining large-scale advisory operations with insurance and credit services.
Based on NBT Capital Management, Inc.
Based on NBT Capital Management, Inc.
Flat recurring retainer fees and fixed one-time project fees may be charged depending on service
$0 - $1,000,000: 1.00% $1,000,001+: 0.75%
$200 to $250 per hour for consulting services; $50 per hour for clerical support
Account minimum: $50,000 Minimum fee: $500 minimum annual fee when applicable for traditional NBTCM clients; $2,500 minimum annual fee for Cleveland Hauswirth individual clients Fee-only: Financial planning and consulting services may be provided on an hourly basis or fixed fee basis; hourly consulting fees generally $200 to $250 per hour, clerical support $50 per hour, fees may also be negotiated fixed fees
52 South Broad Street
Norwich, NY 13815
Florida · New York · North Carolina · Pennsylvania · Texas
NBT Capital Management Inc.
2020 - Present (6 years)
LPL Financial
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Norwich, NY
Flanagan Financial Management
CFP®, Series 63, Series 66
Norwich, NY
&PARTNERS
Series 66
Norwich, NY
&PARTNERS
Series 63, Series 66
Norwich, NY
&PARTNERS
Series 63, Series 65
Norwich, NY
Ameriprise
Series 63
Norwich, NY
LPL Financial
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