Nicklaus MattinglyCRD Number: 5940782
Current Firm: Heritage Investment Group, Inc.
Nicklaus Mattingly (CRD# 5940782) is an Investment Advisor Representative working at Heritage Investment Group, Inc. in Tampa, FL and has over 6 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Heritage Investment Group, Inc.||Tampa, FL||Apr 2014 - Current||3|
|Ernst & Young LLP||Tampa, FL||Jul 2012 - Apr 2014||1|
|Ernst & Young Investment Advisers LLP||Indianapolis, IN||Aug 2009 - Jun 2012||2|
|Indiana University||Bloomington, IN||Aug 2005 - May 2009||3|
|Ernst & Young LLP||Indianapolis, IN||Jun 2008 - Aug 2008||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2011|
Total Assets Under Management878MILLIONS
Total Number of Accounts1,446ACCOUNTS
Average Account Value$607,369
- A percentage of assets under your management
- Hourly charges
- 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)
AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, LA, MA, MD, ME, MI, MS, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WI