Benjamin Nicholson, financial advisor Williamsville NY
90 score

Benjamin Nicholson

CRD Number: 5927003
Current Firm: Wells Fargo Advisors, LLC

Benjamin Nicholson (CRD# 5927003) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Williamsville, NY and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Williamsville, NY Mar 2012 - Current 4
Edward Jones Buffalo, NY Jun 2011 - Mar 2012 < 1
John Madison Landscape, Inc. Orlando, FL Jan 2011 - May 2011 < 1
Moneycorp Inc. Orlando, FL Feb 2009 - Dec 2010 1
Ttt Moneycorp Ltd London, Nov 2004 - Jan 2009 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2011
Contact Info for Benjamin J. Nicholson
Phone Number: 314-875-3000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
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 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, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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