Nia Gillett (CRD# 7244861) is an Investment Advisor Representative working at Gen Y Planning in Austin, TX and has over 3 years of experience in the finance industry. Nia Gillett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gen Y Planning | Austin, TX | Sep 2023 - Current | < 1 |
| Bayroll LLC | Saint Petersburg, FL | Mar 2020 - Current | 4 |
| Gen Y Planning | Austin, TX | Sep 2022 - Aug 2023 | < 1 |
| Justice Business Advisors Inc Dba Tax And Accounting By The Bay | Saint Petersburg, FL | Jan 2019 - Dec 2022 | 3 |
| Securities America, Inc. | Saint Petersburg, FL | Oct 2020 - Dec 2021 | 1 |
| David Berry | Saint Petersburg, FL | Jan 2018 - Dec 2018 | < 1 |
| Unemployed | Saint Petersburg, FL | Feb 2017 - Dec 2017 | < 1 |
| Nia Gillett (independent Contractor For Clutch Learning Inc) | Saint Petersburg, FL | Sep 2016 - Jan 2017 | < 1 |
| Unemployed | Saint Petersburg, FL | Apr 2016 - Aug 2016 | < 1 |
| Lcc Day School | Saint Petersburg, FL | Jan 2016 - Apr 2016 | < 1 |
| Unemployed | Saint Petersburg, FL | Dec 2015 - Jan 2016 | < 1 |
| Terrell Family | Esperance, | Aug 2015 - Dec 2015 | < 1 |
| Unemployed | Saint Petersburg, FL | May 2015 - Jul 2015 | < 1 |
| Mcnamara Family | Perth, | Dec 2014 - Apr 2015 | < 1 |
| Unemployed | Saint Petersburg, FL | May 2014 - Dec 2014 | < 1 |
| University Of Florida | Gainesville, FL | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2020 |
- FL
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Total Assets Under Management28MILLIONS
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Total Number of Accounts303ACCOUNTS
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Average Account Value$93,488
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, IL, MA, MN, NJ, NY, PA, TX, WA
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