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Nathaniel Richard Baldi

Phraction Management LLC

Colchester, CT

CRD 8141253

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Employer firm

Phraction Management LLC CRD 298633

$626M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Phraction Management Llc

139 S. Main St Suite 2, Colchester, CT 06415 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-08-22
  • CT RA
    APPROVED
    Since 2025-08-22

Branch Locations

139 S. Main St Suite 2, Colchester, CT 06415 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bryant University Smithfield RI 07/2015 05/2018
The Cigna Group Bloomfield CT 06/2018 06/2025
Phraction Management Llc Colchester CT 07/2025 Present
Phraction Management Llc Colchester CT 07/2025 Present
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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