Advisor at Brown, Lisle/Cummings, 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
Brown, Lisle/Cummings, Inc.
Location
Providence, RI 02903
Credentials
CFP®, Series 63, Series 66
Industry experience
21 years
Nathaniel Hahn is a CFP® with 21 years of industry experience, currently serving at Brown, Lisle/Cummings, Inc. in Providence, RI. His prior experience includes roles at Northeast Planning Associates, Inc., LPL Financial, LLC, and The Patriot Financial Group, LLC. Outside of his advisory work, he operates a home-based food vending business. Brown, Lisle/Cummings provides investment advisory services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and other business entities. The firm uses a structured intake process to tailor investment strategies and offers portfolio management through a wrap-fee program primarily via Envestnet Managed Account Solutions.
Fixed fees for financial planning and consulting, typically $500 to $1,000
$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.25% $2,000,001+: 1.00%
As a broker-dealer, BLC and its registered representatives may receive commissions from securities transactions and insurance products, separate from advisory fees
Fee-only: Fixed fees typically range from $500 to $1,000 for financial planning and consulting services
One Turks Head Place Suite 800
Providence, RI 02903
Rhode Island
Brown, Lisle/Cummings, Inc.
2026 - Present (1 year)
Northeast Planning Associates, Inc.
2020 - 2026 (6 years)
LPL Financial, LLC
2015 - 2026 (11 years)
The Patriot Financial Group, LLC
2015 - 2018 (3 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:
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.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
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 65, Series 66
Providence, RI
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Series 63, Series 65
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Series 63
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CFP®
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CFP®, Series 66
Lincoln, RI
Eisenhiler Capital LLC
Series 63, Series 65
Providence, RI
Lodestar Wealth, LLC
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