A. Nicholas Strom-Olsen, financial advisor Vergennes VT
93 score

A. Nicholas Strom-Olsen

CRD Number: 4476718
Current Firm: Private Advisor Group, LLC

A. Nicholas Strom-Olsen (CRD# 4476718) is an Investment Advisor Representative working at Private Advisor Group, LLC in Vergennes, VT and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Private Advisor Group, LLC Morristown, NJ Nov 2015 - Current 1
Lpl Financial Vergennes, VT Nov 2015 - Current 1
Commonwealth Financial Network Waltham, MA Feb 2008 - Sep 2015 7
Berkshirebanc Investment Services Manchester Center, VT Feb 2008 - Sep 2015 7
Uvest Financial Services Group Charlotte, NC Aug 2004 - Feb 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2002
Contact Info for A. Nicholas Strom-Olsen
Phone Number: 973-538-7010
Registered State(s):
  • VT
By the Numbers
  • Total Assets Under Management
    10,642
    MILLIONS
  • Total Number of Accounts
    48,558
    ACCOUNTS
  • Average Account Value
    $219,167
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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