Unclaimed Profile

Jonathan C. Nicklin

NSB ADVISORS LLC·FISHKILL, New York

Clean recordNSB ADVISORS LLC

200 WESTAGE BUSINESS CENTER DR., FISHKILL, NY 12524CRD# 5877829Firm CRD# 150209

Profile Verification

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

Identity

Jonathan C. Nicklin · FISHKILL, NY

Registration

CRD #5877829 · NSB ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jonathan C. Nicklin is a registered financial advisor based in FISHKILL, New York, affiliated with NSB ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

NSB ADVISORS LLC

AUM

$112M

Regulatory assets under management

Employees

Total firm employees

View all advisors at NSB ADVISORS LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5877829

Firm CRD# 150209

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Frequently Asked Questions

What services does Jonathan C. Nicklin offer?

Jonathan C. Nicklin specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in FISHKILL, New York for a consultation.

What are Jonathan C. Nicklin's credentials?

Jonathan C. Nicklin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan C. Nicklin located?

Jonathan C. Nicklin is based in FISHKILL, New York, working with NSB ADVISORS LLC. Their office serves clients in the FISHKILL metropolitan area and surrounding communities.

How does Jonathan C. Nicklin charge for services?

Jonathan C. Nicklin's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NSB ADVISORS LLC?

NSB ADVISORS LLC has approximately 3 employees and manages $112M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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