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Nicholas Grant Lardo

SPEYSIDE EQUITY ADVISERS LLC·ANN ARBOR, Michigan
Clean recordSPEYSIDE EQUITY ADVISERS LLC
24 FRANK LLOYD WRIGHT DRIVE, SUITE H3225, ANN ARBOR, MI 48105CRD# 4006497Firm CRD# 325765

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nicholas Grant Lardo · ANN ARBOR, MI
Registration
CRD #4006497 · SPEYSIDE EQUITY ADVISERS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Nicholas Grant Lardo is a registered financial advisor based in ANN ARBOR, Michigan, affiliated with SPEYSIDE EQUITY ADVISERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
SPEYSIDE EQUITY ADVISERS LLC
SPEYSIDE EQUITY ADVISERS LLC
AUM
$622M
Regulatory assets under management
Employees
3
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4006497
Firm CRD# 325765
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05

Frequently Asked Questions

What services does Nicholas Grant Lardo offer?
Nicholas Grant Lardo specializes in Retirement Planning. Contact their office in ANN ARBOR, Michigan for a consultation.
What are Nicholas Grant Lardo's credentials?
Nicholas Grant Lardo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicholas Grant Lardo located?
Nicholas Grant Lardo is based in ANN ARBOR, Michigan, working with SPEYSIDE EQUITY ADVISERS LLC. Their office serves clients in the ANN ARBOR metropolitan area and surrounding communities.
How does Nicholas Grant Lardo charge for services?
Nicholas Grant Lardo's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SPEYSIDE EQUITY ADVISERS LLC?
SPEYSIDE EQUITY ADVISERS LLC has approximately 3 employees and manages $622M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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