Nolan Beattie has been an investment adviser representative at Wealthcare Investment Partners since December 2022, and is not listed among the firm’s executive officers or direct owners.
Wealthcare Investment Partners LLC is a Portsmouth, RI firm with $860M under management, 1,853 clients and 5 advisers across 2 offices, as of its August 2026 filing.
- – present · 3 yearsPortsmouth, RI · Adviser representative · Firm CRD 296475
Investment adviser representative registrations
Nolan Beattie is registered as an investment adviser representative in Rhode Island, since December 2022.
- Rhode IslandSince 19 December 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 8 May 2023 |
| Series 65 | Uniform Investment Adviser Law Examination | 13 January 2023 |
| Series 66 | Uniform Combined State Law Examination | 17 December 2022 |
| Series 7TO | General Securities Representative Examination | 17 October 2022 |
| SIE | Securities Industry Essentials Examination | 13 August 2022 |
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Nolan Robert Beattie
- CRD
- 7595096
- Firm
- Wealthcare Investment Partners · CRD 296475
- Office
- 35 DYER STREET, Portsmouth, RI 02871
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 2022
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Nolan Beattie work?
Nolan Beattie is an investment adviser representative registered through Wealthcare Investment Partners LLC since December 2022, and is not listed among the firm’s executive officers or direct owners.
Is Nolan Beattie a financial advisor?
Yes. Nolan Beattie has a current investment-adviser registration in Rhode Island, through Wealthcare Investment Partners since December 2022.
How many years of experience does Nolan Beattie have?
Nolan Beattie has 4 years in the financial industry, since October 2022, across 1 adviser firm.
What exams has Nolan Beattie passed?
Nolan Beattie has passed 5 licensing exams: the SIE, Series 7TO, Series 66, Series 65 and Series 24. The earliest, the SIE, was passed in August 2022.
Where is Nolan Beattie based?
Nolan Beattie’s registered office is in Portsmouth, RI.
Is Nolan Beattie registered with FINRA?
Yes. Nolan Beattie has a current broker registration, under CRD 7595096.
Source: FINRA BrokerCheck
How can I verify Nolan Beattie’s record?
Search CRD 7595096 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Nolan Beattie’s full registration record.
