Unclaimed Profile

Nicholas Ward Mcelroy

PHILIP JAMES WEALTH MANAGEMENT, LLC·MILTON, Georgia

Clean recordPHILIP JAMES WEALTH MANAGEMENT, LLC

13680 HIGHWAY 9, MILTON, GA 30004CRD# 6206273Firm CRD# 297517

Profile Verification

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

Identity

Nicholas Ward Mcelroy · MILTON, GA

Registration

CRD #6206273 · PHILIP JAMES WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Nicholas Ward Mcelroy is a registered financial advisor based in MILTON, Georgia, affiliated with PHILIP JAMES WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

PHILIP JAMES WEALTH MANAGEMENT, LLC

PGI WEALTH MANAGEMENT

AUM

$934M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PHILIP JAMES WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6206273

Firm CRD# 297517

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Nicholas Ward Mcelroy offer?

Nicholas Ward Mcelroy specializes in Financial Planning, Investment Management. Contact their office in MILTON, Georgia for a consultation.

What are Nicholas Ward Mcelroy's credentials?

Nicholas Ward Mcelroy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nicholas Ward Mcelroy located?

Nicholas Ward Mcelroy is based in MILTON, Georgia, working with PHILIP JAMES WEALTH MANAGEMENT, LLC. Their office serves clients in the MILTON metropolitan area and surrounding communities.

How does Nicholas Ward Mcelroy charge for services?

Nicholas Ward Mcelroy's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PHILIP JAMES WEALTH MANAGEMENT, LLC?

PHILIP JAMES WEALTH MANAGEMENT, LLC has approximately 8 employees and manages $934M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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