Nicholas DuffCRD Number: 6818445
Current Firm: O'boyle Wealth Management, Inc.
Nicholas Duff (CRD# 6818445) is an Investment Advisor Representative working at O'boyle Wealth Management, Inc. in Beverly Hills, CA and has over 3 years of experience in the finance industry.
Grove Point Advisors, LLC
Awm Capital, LLC
Wedbush Securities Inc.
|O'boyle Wealth Management||Los Angeles, CA||Sep 2018 - Current||3|
|Ucla||Los Angeles, CA||Sep 2014 - Aug 2018||3|
|Morristown High School||Morristown, NJ||Sep 2010 - Sep 2014||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2019|
Total Assets Under Management270MILLIONS
Total Number of Accounts1,238ACCOUNTS
Average Account Value$218,170
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, FL, NY, TX
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