Nicholas Irwin, financial advisor Kyle TX
90 score

Nicholas Irwin

CRD Number: 6002688
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Nicholas Irwin (CRD# 6002688) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kyle, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. San Marcos, TX Jul 2015 - Current 1
J.p. Morgan Securities LLC Kyle, TX Sep 2013 - Jul 2015 1
Edward Jones St Louis, MO Dec 2011 - Sep 2013 1
Unemployed Parker, TX Aug 2011 - Dec 2011 < 1
Southwestern Company Nashville, TN May 2011 - Aug 2011 < 1
Texas A&m University College Station, TX Jul 2007 - May 2011 3
Starbucks Coffee Company Bryan, TX Jun 2006 - May 2011 4
Lonestar Valet Company Dallas, TX Dec 2008 - Jan 2009 < 1
Homeschool Parker, TX Nov 2001 - May 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2012
Contact Info for Nicholas D. Irwin
Phone Number: 800-637-7455
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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