Nir Kaissar
Advisor at Unison
Updated today
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.
About
Nir Kaissar is a CFA® charterholder and holds a Series 65 license, with 18 years of industry experience. He has been with Unison Advisors LLC since 2005. Mr. Kaissar is also a columnist for Bloomberg Opinion, a role he has held since 2015. Unison manages multi-asset portfolios for individuals, high-net-worth clients, trusts, business entities, and other financial advisors through discretionary separately managed accounts and subadvisory arrangements. The firm employs a quantitative, valuation-driven investment process using liquid, passively managed funds, and operates with a single portfolio manager overseeing over $1.8 billion in discretionary assets.
Fee options
$0 - $1,000,000: 0.75% $1,000,000+: 0.55%
Account minimum: $25,000
Location
225 Dyer Street, 2 Nd Floor
Providence, RI 02903
Most active in
Nir K has reported serving >5 clients in these states in the last 12 months.
California · Illinois · New York · Ohio
Work history
Unison Advisors LLC
2005 - Present (21 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Jonathan K
Series 65, Series 66
Providence, RI
Efficient Capital Strategies, LLC
Kurt J
Series 63, Series 65
Barrington, RI
Income Associates
Francis H
Series 63
Warwick, RI
Hacket Asset Management, Inc.
Steven A
CFP®
Swansea, MA
GrowthFocus Wealth Management LLC
Jan H
CFP®, Series 66
Lincoln, RI
Eisenhiler Capital LLC
James T
Series 63, Series 65
Providence, RI
Lodestar Wealth, LLC
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