A complete list of active advisors currently associated with NTB Advisory Services LLC

Warmer can help you find a great advisor at NTB Advisory Services LLC or one who fits your needs even better.

NTB Advisory Services LLC provides investment advisory and portfolio management services primarily to individual clients, operating as a solo practitioner and serving four individual clients. Like many independent advisers, it generally charges asset-based (percentage-of-AUM) fees for portfolio management and offers related financial planning services. The firm's brochure describes a tailored approach to portfolio construction and regular account reviews, using standard investment analysis methods and attention to client risk preferences. With a single adviser and a very small client roster, client interactions and account monitoring are handled directly by the adviser and are described in the account review and custody sections. NTB is notable for its affiliation with an accounting firm and for providing accounting-related services in addition to investment advice, a relationship disclosed in the brochure’s "Other Financial Industry Activities and Affiliations" section. The firm also discloses it may receive commissions for certain transactions, a practice that is relatively uncommon among independent advisory firms and is addressed in its fees and brokerage disclosures.

To learn more about the advisors currently working at NTB Advisory Services LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.