Nathaniel Benjamin Hahn
Investment adviser representative at Brown, Lisle/cummings, Inc
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$487.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Brown, Lisle/cummings, Inc.Feb 2026 to now
- Northeast Planning Associates, Inc.Mar 2020 to Feb 2026
- LPL Financial, LLCDec 2015 to Feb 2026
- The Patriot Financial Group, LLCDec 2015 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (RI).
Brown, Lisle/cummings, Inc
Legal name: Brown, Lisle/cummings, Inc.
$487.3MAssets managed
238Clients
8Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4751081
- Firm CRD
- 1331