Nolan Robert Beattie
Investment adviser representative at Wealthcare Investment Partners LLC
14 yearsExperience
1 stateRegistered in
$859.6MFirm assets
8 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Private Client ServicesSep 2022 to now
- Wealthcare Investment Partners LLCMay 2022 to now
- Tiverton School SystemSep 2012 to now
Exams passed
- Series 66 · Uniform Combined State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (RI).
Wealthcare Investment Partners LLC
$859.6MAssets managed
1,853Clients
6Advisers
8 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
- 7595096
- Firm CRD
- 296475