Nicholas Schwed
CRD Number: 7516643Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Nicholas Schwed (CRD# 7516643) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Teterboro, NJ and has 1 year of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Colonia, NJ | Mar 2022 - Current | 2 |
Bank Of America, N.a. | Colonia, NJ | Mar 2022 - Current | 2 |
Somerset Hills Ymca | Basking Ridge, NJ | Oct 2016 - Mar 2022 | 5 |
Rutgers University | New Brunswick, NJ | Aug 2019 - May 2021 | 1 |
Raritan Valley Community College | Branchburg, NJ | Aug 2017 - May 2019 | 1 |
Bernards High School | Bernardsville, NJ | Sep 2013 - Jun 2017 | 3 |
Bernardsville Recreation Department | Bernardsville, NJ | May 2015 - Oct 2016 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2023 |
- NJ
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, WY
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