Nicholas Schmitt, financial advisor Coshocton OH

Nicholas Schmitt

CRD Number: 2656312
Current Firm: Osaic Institutions, Inc.

Nicholas Schmitt (CRD# 2656312) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Coshocton, OH and has over 27 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Infinex Investments, Inc. Coshocton, OH Oct 2011 - Current 12
The Home Loan Savings Bank Coshocton, OH Nov 2016 - Dec 2023 7
Ohio Heritage Bank Coshocton, OH Oct 2001 - May 2014 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1996
S66 NASAA Uniform Combined State Law Examination Nov 2003
Contact Info for Nicholas Schmitt
Phone Number: 203-599-6000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    2,815
    MILLIONS
  • Total Number of Accounts
    8,831
    ACCOUNTS
  • Average Account Value
    $318,724
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, WY

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