Nathan Chase Hubbard
Investment adviser representative at Penobscot Financial Advisors
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$544.5MFirm 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 assetsHourlyFixed or flat fee
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
10 years in the industry.
- Penobscot Financial AdvisorsApr 2026 to now
- Fidelity InvestmentsOct 2018 to Apr 2026
- Chick Fil AJun 2018 to Sep 2018
- Todd Wilkins Landscaping and Tree RemovalMay 2018 to Oct 2018
- Get It GoneMay 2017 to Aug 2017
- Clarks Summit UniversityAug 2016 to May 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (ME, NH).
Penobscot Financial Advisors
Legal name: Penobscot Wealth Management
$544.5MAssets managed
562Clients
8Advisers
9 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
- 7036689
- Firm CRD
- 286211