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Nicholas Edward Burkholder

BURKHOLDER & ASSOCIATES, LLC·CHEVY CHASE, Maryland
SIE, Series 7, Series 66CFPClean record22 years registeredBURKHOLDER & ASSOCIATES, LLC
2 WISCONSIN CIRCLE, CHEVY CHASE, MD 20815CRD# 4728289Firm CRD# 313338

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nicholas Edward Burkholder · CHEVY CHASE, MD
Registration
CRD #4728289 · BURKHOLDER & ASSOCIATES, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

BURKHOLDER & ASSOCIATES, LLC
Apr 2021 – present
LINCOLN FINANCIAL ADVISORS CORPORATION
Sep 2004 – Apr 2021
ROCKVILLE, MD
AMERICAN EXPRESS FINANCIAL ADVISORS, INC.
Jan 2004 – Aug 2004
ROCKVILLE, MD
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · January 12, 2004
Years registered · 22
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BURKHOLDER & ASSOCIATES, LLC
CRD 313338 · SEC 801-120797
AUM
$187M
Regulatory assets under management
Employees
4
366 client accounts
Services offered by BURKHOLDER & ASSOCIATES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at BURKHOLDER & ASSOCIATES, LLC →
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05

Frequently Asked Questions

What services does Nicholas Edward Burkholder offer?
Nicholas Edward Burkholder specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in CHEVY CHASE, Maryland for a consultation.
What are Nicholas Edward Burkholder's credentials?
Nicholas Edward Burkholder holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Nicholas Edward Burkholder located?
Nicholas Edward Burkholder is based in CHEVY CHASE, Maryland, working with BURKHOLDER & ASSOCIATES, LLC. Their office serves clients in the CHEVY CHASE metropolitan area and surrounding communities.
How does Nicholas Edward Burkholder charge for services?
Nicholas Edward Burkholder'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 BURKHOLDER & ASSOCIATES, LLC?
BURKHOLDER & ASSOCIATES, LLC has approximately 4 employees and manages $187M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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