Nicholas Kagey, financial advisor East Syracuse NY
93 score

Nicholas Kagey

CRD Number: 3079774
Current Firm: Northwestern Mutual Investment Services,llc

Nicholas Kagey (CRD# 3079774) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in East Syracuse, NY and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
James Shields Syracuse, NM Sep 2013 - Current 3
Peter Derrenbacker Syracuse, NY Sep 2013 - Current 3
Robert Derrenbacker Syracuse, NY Sep 2013 - Current 3
Northwestern Mutual Wealth Management Company Milwaukee, WI Mar 2013 - Current 3
Northwestern Mutual Investment Services, LLC Syracuse, NY Mar 2013 - Current 3
Northwestern Mutual Investment Services, LLC East Syracuse, NY Jan 2013 - Current 3
James Shields Syracuse, NY Feb 2013 - Sep 2013 < 1
Peter Derrenbacker East Syracuse, NY Jan 2013 - Sep 2013 < 1
Cadaret, Grant & Company, Inc. Syracuse, NY Mar 2007 - Jan 2013 5
Investors Bank & Trust Boston, MA Mar 2005 - Mar 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2013
S65 NASAA Investment Advisors Law Examination Dec 2008
Contact Info for Nicholas T. Kagey
Phone Number: 866-664-7737
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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, RI, SC, SD, TN, TX, UT, VA, 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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