Nina Kate Brackett
Investment adviser representative at Sound View Wealth Advisors Group, LLC
12 yearsExperience
2 statesRegistered in
$2.3BFirm assets
7 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Sound View Wealth Advisors Group, LLCMar 2018 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2016 to Mar 2018
- Hodges, Harbin, Newberry and Tribble, Inc.Dec 2014 to Nov 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (GA, SC).
Sound View Wealth Advisors Group, LLC
$2.3BAssets managed
950Clients
9Advisers
7 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
- 6734492
- Firm CRD
- 300927