Unclaimed Profile

Patrice Mcnicoll

MLV WEALTH LLC·PALM BEACH, Florida

SIE, Series 7, Series 24, Series 63, Series 79TOClean recordMLV WEALTH LLC

240 ROYAL PALM WAY, PALM BEACH, FL 33480CRD# 3199758Firm CRD# 173345

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Patrice Mcnicoll · PALM BEACH, FL

Registration

CRD #3199758 · MLV WEALTH LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 79TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MLV WEALTH LLC

CRD 173345 · SEC 801-80740

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by MLV WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MLV WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Patrice Mcnicoll offer?

Patrice Mcnicoll specializes in Financial Planning, Investment Management. Contact their office in PALM BEACH, Florida for a consultation.

What are Patrice Mcnicoll's credentials?

Patrice Mcnicoll is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patrice Mcnicoll located?

Patrice Mcnicoll is based in PALM BEACH, Florida, working with MLV WEALTH LLC. Their office serves clients in the PALM BEACH metropolitan area and surrounding communities.

How does Patrice Mcnicoll charge for services?

Patrice Mcnicoll's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MLV WEALTH LLC?

MLV WEALTH LLC has approximately 6 employees. The firm is registered with the SEC as an investment adviser.

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