Nicholas Segovia, financial advisor Pennington NJ
88 score

Nicholas Segovia

CRD Number: 6365613
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Nicholas Segovia (CRD# 6365613) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pennington, NJ and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Pennington, NJ Sep 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington, NJ Jun 2014 - Current 2
Kean University Union, NJ Jan 2013 - Current 3
Unemployed Edison, NJ May 2014 - Jun 2014 < 1
Workout Out World Manalapan, NJ Aug 2013 - May 2014 < 1
General Nutrition Center Woodbridge, NJ May 2011 - Aug 2013 2
Unemployed Edison, NJ May 2010 - Jul 2011 1
Joan Of Arc Electric Lincroft, NJ Aug 2010 - May 2011 < 1
Retro Fitness Woodbridge, NJ Sep 2009 - May 2010 < 1
Middlesex County College Edison, NJ Sep 2007 - Sep 2009 2
Worldwide Carpet Edison, NJ May 2007 - Sep 2009 2
Edison High School Edison, NJ Sep 2003 - Jun 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Nicholas Segovia
Phone Number: 800-637-7455
Registered State(s):
  • NJ
  • 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
88
Clean Record
This advisor has a clean track record with regulators.

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