Donald Nicholson, financial advisor Wilmington  DE
48 score

Donald Nicholson

CRD Number: 1024239
Current Firm: Donald W. Nicholson & Associates Ltd

Donald Nicholson (CRD# 1024239) is an Investment Advisor Representative working at Donald W. Nicholson & Associates Ltd in Wilmington , DE and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
#ia Donald W. Nicholson & Associates, Lt Wilmington, DE Nov 1996 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1985
S65 NASAA Investment Advisors Law Examination Feb 1997
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Donald W. Nicholson
Phone Number: 302-529-1500
Registered State(s):
  • DE
By the Numbers
  • Total Assets Under Management
    141
    MILLIONS
  • Total Number of Accounts
    144
    ACCOUNTS
  • Average Account Value
    $978,171
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Publication of periodicals or newsletters
Types of Clients
Registered States

DE, LA, NE, NJ, PA, TX

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BADGES
48

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