Anu B Kothari
Investment adviser representative at Nutter Investment Advisors
18 yearsExperience
1 stateRegistered in
$3BFirm assets
37 yearsFirm in business
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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.
- Portfolio management
Experience
18 years in the industry.
- Nutter Investment AdvisorsNov 2021 to now
- Baldwin BrothersMar 2020 to Nov 2021
- UnemployedMar 2019 to Mar 2020
- Macquarie Asset ManagementJan 2008 to Mar 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (MA).
Nutter Investment Advisors
Legal name: Nutter Investment Advisors Limited Partnership
$3BAssets managed
26Clients
4Advisers
37 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
- 5481419
- Firm CRD
- 105461