NE
NE

Nana Edusei

2 Years of Experience
Broker
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
8 advisors
Number of Clients
5,176 clients
Average Client Portfolio
$3.8M average
Assets Under Management
$19.6B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

375 Park Avenue, 8th Floor, New York, NY, 10152

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Nana works as an Associate at Fiera Capital Inc., assisting investment advisors in asset management. This investment-related activity takes nearly full-time.

Employment History
Current Registrations
Foreside Fund Services, LLCBroker
October 2025 - Present · 4 mos
Fiera Capital INC.
October 2023 - Present · 2 yrs 4 mos
Previous Registrations
Foreside Fund Services, LLCBroker
June 2023 - December 2023 · 6 mos
State Registrations2 states
NJNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.