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Patrice Mcnicoll

MLV WEALTH LLC·PALM BEACH, Florida
Series 24Series 79Series 7Series 63SIELicensed in 3 states
Unclaimed Profile
240 ROYAL PALM WAY, PALM BEACH, FL 33480CRD# 3199758Firm CRD# 173345
01

About

Patrice Mcnicoll is a registered financial advisor based in PALM BEACH, Florida, affiliated with MLV WEALTH LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MLV WEALTH LLC
MLV WEALTH LLC
AUM
—
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at MLV WEALTH LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 3199758
Firm CRD# 173345
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Angel Sandstrom — MLV WEALTH LLCHelena Martinez Cornell — BLUEGRASS CAPITAL PARTNERS LPScott A Sandstrom — MLV WEALTH LLCPerri Brooke Brenner — IMPALA ASSET MANAGEMENT, LLCGregory Richard Greene — DUDLEY & SHANLEY, INC.
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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