Nicholas Greathouse, financial advisor Covington KY

Nicholas Greathouse

CRD Number: 6524521
Current Firm: Fidelity Personal And Workplace Advisors

Nicholas Greathouse (CRD# 6524521) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brockerage Services, LLC Covington, KY Jun 2015 - Current 6
Transylvania University Lexington, KY Sep 2011 - May 2015 3
Mcbrayer, Mcginnis, Leslie & Kirkland, Pllc. Lexington, KY Jul 2014 - Apr 2015 < 1
Dupree Catering Lexington, KY May 2014 - Aug 2014 < 1
Transylvania University Lexington, KY Sep 2012 - May 2014 1
Josies On 68 Lexington, KY May 2013 - Sep 2013 < 1
Transylvania University Lexington, KY Sep 2011 - May 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2015
S66 NASAA Uniform Combined State Law Examination Jun 2018
Contact Info for Nicholas G. Greathouse
Phone Number: 617-563-7000
Registered State(s):
  • KY
  • TX
By the Numbers
  • Total Assets Under Management
    566,242
    MILLIONS
  • Total Number of Accounts
    1,216,586
    ACCOUNTS
  • Average Account Value
    $465,435
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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, VT, WA, WI, WV, WY

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