Nicole Walcott, financial advisor Fayetteville NC
88 score

Nicole Walcott

CRD Number: 6375365
Current Firm: Morgan Stanley

Nicole Walcott (CRD# 6375365) is an Investment Advisor Representative working at Morgan Stanley in Fayetteville, NC and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley Fayetteville, NC Jul 2014 - Current 2
Unemployed Fayetteville, NC Jan 2014 - Jul 2014 < 1
Us Army Fayetteville, NC Oct 2011 - Jan 2014 2
Cafe 27 Shelter Island, NY Jun 2005 - Oct 2011 6
Planet Bliss Shelter Island, NY Jun 2006 - Dec 2010 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Nicole S. Walcott
Phone Number: 914-225-5510
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • 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, 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, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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