Nicholas Newell, financial advisor Covington KY

Nicholas Newell

CRD Number: 6482559
Current Firm: Mcf Advisors, LLC

Nicholas Newell (CRD# 6482559) is an Investment Advisor Representative working at Mcf Advisors, LLC in Covington, KY and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Mcf Advisors LLC Covington, KY Mar 2017 - Current 4
Fidelity Brokerage Services LLC Covington, KY Apr 2015 - Feb 2017 1
University Of Cincinnati Cincinnati, OH Nov 2014 - Apr 2015 < 1
University Of Cincinnati Cincinnati, OH Sep 2007 - Aug 2014 6
Lowe's Home Improvment Cincinnati, OH Apr 2012 - Dec 2013 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2015
S65 NASAA Investment Advisors Law Examination Apr 2017
Contact Info for Nicholas C. Newell
Phone Number: 859-392-8600
Registered State(s):
  • KY
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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