Nicholas Cunnington, financial advisor Indian Wells CA
93 score

Nicholas Cunnington

CRD Number: 5924854
Current Firm: M Premier Partners

Nicholas Cunnington (CRD# 5924854) is an Investment Advisor Representative working at M Premier Partners in Indian Wells, CA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Hmm Group, Llc Dba M Premier Partners Meridian, ID Jul 2017 - Current < 1
Purshe Kaplan Sterling Investments Albany, NY Apr 2013 - Current 5
Cunnington & Associates Inc. Meridian, ID Dec 2010 - Current 7
Integrated Wealth Management Newport Beach, CA Mar 2013 - Jul 2017 4
Ubs Financial Services Inc. Irvine, CA Oct 2011 - Mar 2013 1
Morgan Stanley Smith Barney San Diego, CA May 2011 - Oct 2011 < 1
Leavitt Group Enterprises Boise, ID Nov 2006 - Dec 2010 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Nicholas G. Cunnington
Phone Number: 442-274-5300
Registered State(s):
  • CA
  • ID
By the Numbers
  • Total Assets Under Management
    120
    MILLIONS
  • Total Number of Accounts
    504
    ACCOUNTS
  • Average Account Value
    $238,095
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, ID, TX

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

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