Nicholas Gillespie (CRD# 7672581) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Saint Augustine, FL and has 1 year of experience in the finance industry.
CRD# 2725491
Ameriprise Financial Services, LLC
CRD# 1575083
Ameriprise Financial Services, LLC
CRD# 4687818
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Truist Investment Services, Inc. | Saint Augustine, FL | Feb 2024 - Current | < 1 |
| Truist Advisory Services, Inc. | Saint Augustine, FL | Jan 2024 - Current | < 1 |
| Truist Investment Services, Inc. | Saint Augustine, FL | Nov 2023 - Feb 2024 | < 1 |
| Fidelity Investments | Jacksonville, FL | Dec 2022 - Nov 2023 | < 1 |
| Freedom Boat Club | Saint Johns, FL | Jun 2021 - Oct 2022 | 1 |
| Fiverr | Saint Johns, FL | Jul 2019 - May 2021 | 1 |
| Teresa Gaunt | Saint Johns, FL | Jan 2021 - Feb 2021 | < 1 |
| Capital Veterinary Specialists | Jacksonville, FL | May 2019 - Jul 2019 | < 1 |
| Unemployed | Saint Johns, FL | Aug 2018 - Apr 2019 | < 1 |
| Bartram Trail High School | Saint Johns, FL | Sep 2014 - Aug 2018 | 3 |
| Red Door Thrift Store | Saint Johns, FL | May 2017 - Mar 2018 | < 1 |
| Swiss Point Middle School | Saint Johns, FL | Aug 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2023 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2024 |
- FL
-
Total Assets Under Management61,370MILLIONS
-
Total Number of Accounts124,201ACCOUNTS
-
Average Account Value$494,117
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.