Nicholas Reschly, financial advisor Wilmington NC

Nicholas Reschly

CRD Number: 6919649
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Nicholas Reschly (CRD# 6919649) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilmington, NC and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Wilmington, NC Aug 2018 - Current 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Wilmington, NC Jul 2018 - Current 5
Northwestern Mutual Life Insurance Company Milwaukee, WI Apr 2018 - Jul 2018 < 1
Northwestern Mutual Investment Services LLC Wilmington, NC Apr 2018 - Jul 2018 < 1
Southport Marina Inc. Southport, NC May 2015 - Mar 2018 2
University Of North Carolina At Chapel Hiill Chapel Hill, NC Aug 2013 - May 2017 3
Town Of Oak Island Park And Recreation Oak Island, NC Jun 2007 - Jul 2014 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2018
Contact Info for Nicholas M. Reschly
Phone Number: 800-637-7455
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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