Scott NicholsonCRD Number: 1862660
Current Firm: Blue Water Asset Management
Scott Nicholson (CRD# 1862660) is an Investment Advisor Representative working at Blue Water Asset Management in Grand Rapids, MI and has over 8 years of experience in the finance industry.
Raymond James & Associates, Inc.
Tarfis Wealth Management
|Calder Capital, LLC||Grand Rapids, MI||Feb 2017 - Current||1|
|Blue Water Asset Management||Grand Rapids, MI||Feb 2015 - Current||3|
|Benchmark Mortgage||Grand Rapids, MI||Jan 2014 - Current||4|
|Redfield Financial Group||Grand Rapids, MI||Nov 2011 - Current||6|
|Invest Financial Corporation||Grand Rapids, MI||May 2009 - Current||8|
|Goldstar Financial||Grand Rapids, MI||Mar 2011 - Dec 2013||2|
|Clark Financial Group||Grand Rapids, MI||Mar 2010 - Mar 2011||1|
|Vandyk Mortgage Corp.||Grand Rapids, MI||Apr 2007 - Mar 2010||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2009|
|S65||NASAA Investment Advisors Law Examination||Oct 2010|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management190MILLIONS
Total Number of Accounts1,033ACCOUNTS
Average Account Value$184,261
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
MI, OH, TX
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