Boris Nikolaevsky, financial advisor New Hope PA
93 score

Boris Nikolaevsky

CRD Number: 4603500
Current Firm: Wells Fargo Clearing Services, LLC

Boris Nikolaevsky (CRD# 4603500) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in New Hope, PA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Philadelphia, PA Nov 2016 - Current 1
Wells Fargo Advisors, LLC Philadelphia, PA Nov 2013 - Nov 2016 3
Bank Of America, Na Elkins Park, PA Sep 2009 - Nov 2013 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Elkins Park, PA Jun 2004 - Sep 2009 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2002
Contact Info for Boris Nikolaevsky
Phone Number: 314-875-3000
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    409,716
    MILLIONS
  • Total Number of Accounts
    1,359,521
    ACCOUNTS
  • Average Account Value
    $301,368
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, WY

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

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