Morgan Stanley
46yrs
Top advisor by experience in Providence
21yrs
Nir Kaissar
Financial advisor at Unison
Nir Kaissar has worked in the financial industry for 21 years and is a fiduciary financial advisor based in Providence, Rhode Island. After three years at Unison Advisors, Nir joined Unison in 2013, a firm offering investment management. Nir holds the CFA designation.
One of 477 advisors with offices in Providence, and one of 451 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 68% of advisors in Rhode Island
Office225 Dyer Street 2nd Floor, Providence, RI 02903
FirmUnison
How the firm is paid ?Percent of assets
Typical client at the firm ?$20.3 million
States licensed ?1 state
Services through Unison
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2013 – nowUnisonCurrent firm
- 2005 – 2008Unison AdvisorsPreviously
Contact Nir
(646) 290-7697Unison main office 225 Dyer Street 2nd FloorProvidence, RI 02903Office · Get directions Firm websiteHTTP://WWW.UNISONADVISORS.COM
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Questions to ask Nir
Tailored to Nir’s registration and firm.
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Nir
How do I contact Nir?
Call Unison at (646) 290-7697 and ask for Nir Kaissar. Nir works from the Providence, RI office.
How long has Nir been a financial advisor?
Nir has been in the industry since 2005, about 21 years. More experience than 68% of advisors in Rhode Island.
What licenses does Nir hold?
Series 65. Tap any license on this page to see what it allows.
Is Nir a fiduciary?
Nir is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Nir paid?
Unison reports being paid by a percentage of the assets they manage. Ask Nir for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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