Gary Nucian, financial advisor Grand Blanc MI

Gary Nucian

CRD Number: 349795
Current Firm: The Patriot Financial Group, LLC

Gary Nucian (CRD# 349795) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Grand Blanc, MI and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America, Inc. Grand Blanc, MI Jan 2021 - Current 1
The Patriot Financial Group Westborough, MA Jan 2021 - Current 1
Retired Grand Blanc, MI Nov 2019 - Jan 2021 1
Ameriprise Financial Services Inc. Grand Blanc, MI Aug 2019 - Nov 2019 < 1
Bank Of America, Na Grand Blanc, MI May 2010 - Aug 2019 9
Merrill Lynch, Pierce, Fenner & Smith Incorporated Flint, MI Jun 1969 - Aug 2019 50
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1982
S65 NASAA Investment Advisors Law Examination Jan 2006
Contact Info for Gary Nucian
Phone Number: (508) 251-6100
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    1,151
    MILLIONS
  • Total Number of Accounts
    3,042
    ACCOUNTS
  • Average Account Value
    $378,500
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CT, FL, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TX, VA, VT, WA, WI

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