Nicholas Gerlach (CRD# 7226974) is an Investment Advisor Representative working at Empower Financial Advisory, LLC in Glastonbury, CT and has 1 year of experience in the finance industry.
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Empower Financial Advisory, LLC | Glastonbury, CT | Mar 2021 - Current | 2 |
| Jasmac Inc. | Providence, RI | Nov 2020 - Mar 2021 | < 1 |
| Winfield Funeral Home | Greenville, RI | Jul 2020 - Mar 2021 | < 1 |
| Northwestern Mutual | Providence, RI | Feb 2020 - May 2020 | < 1 |
| Mercer | Norwood, MA | Feb 2019 - Nov 2019 | < 1 |
| Unemployed | Greenville, RI | May 2018 - Feb 2019 | < 1 |
| Bryant University | Smithfield, RI | Sep 2014 - May 2018 | 3 |
| Boyle And Fogarty Construction | Smithfield, RI | Oct 2007 - Sep 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- CT
-
Total Assets Under Management340MILLIONS
-
Total Number of Accounts1,117ACCOUNTS
-
Average Account Value$304,734
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CT, FL, MA, NH
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