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William Fred Nicklin

NSB ADVISORS LLC·FISHKILL, New York
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200 WESTAGE BUSINESS CENTER DR., FISHKILL, NY 12524CRD# 347882Firm CRD# 150209
01

About

William Fred 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.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
NSB ADVISORS LLC
NSB ADVISORS LLC
AUM
$112M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at NSB ADVISORS LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 347882
Firm CRD# 150209
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Fred Nicklin offer?
William Fred Nicklin specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in FISHKILL, New York for a consultation.
What are William Fred Nicklin's credentials?
William Fred Nicklin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Fred Nicklin located?
William Fred 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 William Fred Nicklin charge for services?
William Fred 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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Other advisors in FISHKILL
James David Mcfadden — CIRCLE N ADVISORS, LLCWilliam T. Nicklin — NSB ADVISORS LLCJonathan C. Nicklin — NSB ADVISORS LLCCharles Iver Frumberg — CIRCLE N ADVISORS, LLCChristian Michael Wallace — CIRCLE N ADVISORS, LLC
Nearby cities in New York
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City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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