Nicholas Manson, financial advisor Columbus OH
93 score

Nicholas Manson

CRD Number: 5556013
Current Firm: Charles Schwab & Company, Inc.

Nicholas Manson (CRD# 5556013) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Columbus, OH and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Columbus, OH May 2013 - Current 3
Charles Schwab & Company, Inc. Columbus, OH Jun 2008 - Current 8
Schwab Retirement Plan Services, Inc. Richfield, OH Jun 2008 - Jan 2009 < 1
Marietta College Marietta, OH Aug 2004 - May 2008 3
Ron Marhofer Autofamily Akron, OH Dec 2006 - Jan 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2008
Contact Info for Nicholas M. Manson
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
  • TX
  • OH
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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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