Claim Profile
NR

Nicole Williams Robertson

AON INVESTMENTS USA INC.·CHICAGO, Illinois
Unclaimed Profile
200 EAST RANDOLPH STREET, CHICAGO, IL 60601CRD# 5079140Firm CRD# 105596
01

About

Nicole Williams Robertson is a registered financial advisor based in CHICAGO, Illinois, affiliated with AON INVESTMENTS USA INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
Nonprofits & Foundations
03

Firm Overview

Firm
AON INVESTMENTS USA INC.
AON INVESTMENTS USA INC.
AUM
$122.9B
Regulatory assets under management
Employees
286
Total firm employees
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5079140
Firm CRD# 105596
4 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CHICAGO?

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

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 Williams Robertson offer?
Nicole Williams Robertson specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Nicole Williams Robertson's credentials?
Nicole Williams Robertson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicole Williams Robertson located?
Nicole Williams Robertson is based in CHICAGO, Illinois, working with AON INVESTMENTS USA INC.. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Nicole Williams Robertson charge for services?
Nicole Williams Robertson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AON INVESTMENTS USA INC.?
AON INVESTMENTS USA INC. has approximately 286 employees and manages $122.9B 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 →
Browse by specialty