AdvisorOS Directory
Claim Profile
NF

Nicole Lynn Felts

NAPLES GLOBAL ADVISORS LLC·NAPLES, Florida
Unclaimed Profile
720 5TH AVENUE SOUTH, NAPLES, FL 34102CRD# 4229237Firm CRD# 158544
01

About

Nicole Lynn Felts is a registered financial advisor based in NAPLES, Florida, affiliated with NAPLES GLOBAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
NAPLES GLOBAL ADVISORS LLC
NAPLES GLOBAL ADVISORS
AUM
$1.5B
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at NAPLES GLOBAL ADVISORS LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4229237
Firm CRD# 158544
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NAPLES?

Browse all registered financial advisors in NAPLES, Florida or claim this profile if it's yours.

Browse NAPLES AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Nicole Lynn Felts offer?
Nicole Lynn Felts specializes in Investment Management, Fee-Only Advisory. Contact their office in NAPLES, Florida for a consultation.
What are Nicole Lynn Felts's credentials?
Nicole Lynn Felts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicole Lynn Felts located?
Nicole Lynn Felts is based in NAPLES, Florida, working with NAPLES GLOBAL ADVISORS LLC. Their office serves clients in the NAPLES metropolitan area and surrounding communities.
How does Nicole Lynn Felts charge for services?
Nicole Lynn Felts's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NAPLES GLOBAL ADVISORS LLC?
NAPLES GLOBAL ADVISORS LLC has approximately 18 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at NAPLES GLOBAL ADVISORS LLC

Grzegorz Stefan Debski
NAPLES, FL
John Mixon Suddeth
NAPLES, FL
Kerry Mcguire Geroy
NAPLES, FL
Michael H. Morris
NAPLES, FL
Isaac Earl William Codrey
NAPLES, FL

More Advisors in NAPLES, Florida

Joao Mauricio Chagas De Oliveira
TERRACAP MANAGEMENT LLC·NAPLES, FL
Brian Joseph Bruneau
NAPLES WEALTH PLANNING, LLC·NAPLES, FL
Brian Michael Dixon
WASMER SCHROEDER & CO INC·NAPLES, FL
Craig William Lyon
FIFTH AVENUE FAMILY OFFICE LLC·NAPLES, FL
Dan Schneider
STAGE POINT CAPITAL, LLC·NAPLES, FL
Darleen Elizabeth Chase
NAPLES CAPITAL ADVISORS, INC·NAPLES, FL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)PALM BEACH GARDENS (181)ORLANDO (174)SARASOTA (172)JACKSONVILLE (170)FORT LAUDERDALE (162)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Request removal of this profile