Nicholas Lanctot, financial advisor Columbus OH
93 score

Nicholas Lanctot

CRD Number: 4627381
Current Firm: Nuveen Asset Management, LLC

Nicholas Lanctot (CRD# 4627381) is an Investment Advisor Representative working at Nuveen Asset Management, LLC in Columbus, OH and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Nuveen Investments, LLC Milford, OH Jan 2011 - Current 5
Quasar Distributors, LLC Milwaukee, WI Apr 2006 - Dec 2010 4
Faf Advisors Inc. Minneapolis, MN Apr 2005 - Dec 2010 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2003
S65 NASAA Investment Advisors Law Examination Nov 2010
Contact Info for Nicholas H. Lanctot
Phone Number: 312-917-7700
Firm Website: http://www.nuveen.com
Registered State(s):
  • KY
  • MI
  • OH
  • PA
By the Numbers
  • Total Assets Under Management
    141,318
    MILLIONS
  • Total Number of Accounts
    30,523
    ACCOUNTS
  • Average Account Value
    $4,629,889
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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