Nicholas Roth, financial advisor Cincinnati OH

Nicholas Roth

CRD Number: 6578088
Current Firm: Foster & Motley Inc.

Nicholas Roth (CRD# 6578088) is an Investment Advisor Representative working at Foster & Motley Inc. in Cincinnati, OH and has over 3 years of experience in the finance industry. Nicholas Roth 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.

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Professional Designations
Company Name Location Dates Years
Foster & Motley, Inc. Cincinnati, OH Dec 2017 - Current 3
Johnson Investment Counsel Cincinnati, OH Aug 2017 - Dec 2017 < 1
University Of Cincinnati Cincinnati, OH Aug 2014 - Dec 2017 3
Tjx Companies Cincinnati, OH Jun 2017 - Jul 2017 < 1
Cock & Bull Cincinnati, OH May 2017 - Jun 2017 < 1
Extended Travel Santiago, Jan 2017 - Apr 2017 < 1
Amend Consulting Cincinnati, OH May 2016 - Aug 2016 < 1
Johnson Investment Counsel Cincinnati, OH Jan 2016 - Apr 2016 < 1
Education At Work Cincinnati, OH Jun 2014 - Jan 2016 1
Priority Condo Management Cincinnati, OH May 2013 - Sep 2014 1
Elder High School Cincinnati, OH Aug 2010 - May 2014 3
Green Pros LLC Cincinnati, OH Apr 2012 - May 2012 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2018
Contact Info for Nicholas E. Roth
Phone Number: 513-561-6640
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States


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