Nicholas Pellman, financial advisor Dover NH
93 score

Nicholas Pellman

CRD Number: 4459987
Current Firm: Edward Jones

Nicholas Pellman (CRD# 4459987) is an Investment Advisor Representative working at Edward Jones in Dover, NH and has over 15 years of experience in the finance industry.

Similar Advisors
Steven Stanganelli, financial advisor Dover NH
Steven J. Stanganelli
CRD# 3217444
Clear View Wealth Advisors, LLC
Score
103
Similar Advisors
Amaretta Saviano, financial advisor Dover NH
Amaretta M. Saviano
CRD# 4406814
Amaretta Financial, LLC
Score
100
Similar Advisors
Eric Flaim, financial advisor Dover NH
Eric J. Flaim
CRD# 4618103
Estate Planners Of New England, LLC
Score
98
Company Name Location Dates Years
Edward Jones St Louis, MO Mar 2010 - Current 6
Td Wealth Management Services Inc. Conway, NH Nov 2009 - Mar 2010 < 1
Td Wealth Management Services Inc. Conway, NH Nov 2009 - Mar 2010 < 1
Bancnorth Investment Group, Inc. St. Cloud, MN Jan 2005 - Nov 2009 4
Td Banknorth North Conway, NH Jul 2003 - Nov 2009 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2001
S65 NASAA Investment Advisors Law Examination May 2006
Contact Info for Nicholas T. Pellman
Phone Number: 314-515-2000
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.