Donald W. Nicholson & Associates Ltd

Donald W. Nicholson & Associates Ltd (CRD# 107054) is a financial advisory firm headquartered in Wilmington, DE. They manage $140,856,647 in 144 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    141
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DE, LA, NE, NJ, PA, TX

Financial Advisors at Donald W. Nicholson & Associates Ltd
Showing 1 - 2 of 2 top financial advisors.
1
Donald W. Nicholson
CRD#: 2572843
1403 Silverside Road, Suite B, Wilmington, DE 19810
96
Wealthminder
score

Donald Nicholson (CRD# 2572843) is an Investment Advisor Representative working at Donald W. Nicholson & Associates Ltd in Wilmington, DE and has over 21 years of experience in the finance industry. Donald Nicholson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Donald W. Nicholson
CRD#: 1024239
1403 Silverside Road, Suite B, Wilmington , DE 19810
48
Wealthminder
score

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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