Nicholas Barnard (CRD# 7166980) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Austin, TX and has over 4 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sage Advisory Services, Ltd Company | Austin, TX | Dec 2020 - Current | 3 |
| Unemployed | Austin, TX | Sep 2020 - Dec 2020 | < 1 |
| Fidelity Brokerage Services, LLC | Merrimack, NH | Aug 2019 - Sep 2020 | 1 |
| Snapdragon Associates | Bedford, NH | Jun 2015 - Jun 2019 | 4 |
| Nanocomp Technologies | Merrimack, NH | Jan 2019 - May 2019 | < 1 |
| University Of New Hampshire | Durham, NH | Aug 2015 - May 2019 | 3 |
| Wentworth By The Sea Country Club | New Castle, NH | Sep 2018 - Dec 2018 | < 1 |
| Roi Equipment | Chester, NH | May 2018 - Dec 2018 | < 1 |
| Laconia Country Club | Laconia, NH | May 2018 - Aug 2018 | < 1 |
| Dhk Financial Advisors | Portsmouth, NH | Jul 2016 - Nov 2017 | 1 |
| Highfields Capital Management | Boston, MA | May 2017 - Aug 2017 | < 1 |
| Cross Insurance | Manchester, NH | May 2016 - Aug 2016 | < 1 |
| Calvin Klein | Merrimack, NH | Aug 2014 - Jun 2015 | < 1 |
| Bedford School District | Bedford, NH | Aug 2009 - May 2015 | 5 |
| Demoula's Market Basket | Manchester, NH | Jun 2013 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2019 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
- TX
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Total Assets Under Management22,694MILLIONS
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Total Number of Accounts8,128ACCOUNTS
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Average Account Value$2,792,076
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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