Nicholas Grave Trotman

Employer firm

Canton Hathaway LLC CRD 297527

$866M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2014 → 09/2016
  Flowpoint Capital Partners Lp
  Boston, MA
• 10/2016 → 01/2017
  Unemployed
  Gloucester, MA
• 02/2017 → 06/2018
  Whalerock Point Partners Llc
  Providence, RI
• 07/2018 → Present
  Canton Hathaway Llc
  Providence, RI

Previous Registrations

• 2017-03-10 → 2018-07-24
  Whalerock Point Partners, Llc
  West Palm Beach, FL
• 2004-03-02 → 2009-12-31
  High Street Advisors, L.P
  Manchester, MA

Other Businesses

Mr. Trotman is the Founder of Northpoint Financial Consulting, LLC, where he offers financial consulting services. Start date is 11/2024 to present. This is an investment-related activity and accounts for approximately 80 hours outside of trading hours per month of Mr. Trotman's time.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-01-04
• S63 Uniform Securities Agent State Law Examination
  2001-05-11

Other Names

• Nicholas Grave Trotman
• Nick Trotman
• Nicholas Grave Trotman