Unclaimed Profile

Anne Nickell Comer

PRESIDIUM RETIREMENT ADVISERS, INC.·CHARLOTTE, North Carolina

Series 65Clean record17 years registeredPRESIDIUM RETIREMENT ADVISERS, INC.

13024 BALLANTYNE CORPORATE PLACE, CHARLOTTE, NC 28277CRD# 5013546Firm CRD# 138132

Profile Verification

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

Identity

Anne Nickell Comer · CHARLOTTE, NC

Registration

CRD #5013546 · PRESIDIUM RETIREMENT ADVISERS, INC. · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PRESIDIUM RETIREMENT ADVISERS, INC.

COLTON GROOME FINANCIAL ADVISORS, LLC

Jul 2022 – Feb 2025

ASHEVILLE, NC

HORIZON INVESTMENTS LLC

Feb 2018 – Oct 2022

CHARLOTTE, NC

PRESIDIUM

Mar 2010 – Dec 2017

charlotte, NC

ANNE N COMER, CPA PLLC

Sep 2009 – Mar 2010

GASTONIA, NC

PRESIDIUM

May 2009 – Sep 2009

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 20, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRESIDIUM RETIREMENT ADVISERS, INC.

CRD 138132 · SEC 801-65318

AUM

$112M

Regulatory assets under management

Employees

8 client accounts

Services offered by PRESIDIUM RETIREMENT ADVISERS, INC.

Per Form ADV

Selection of other advisers

Publication of periodicals/newsletters

View all advisors at PRESIDIUM RETIREMENT ADVISERS, INC. →

Introduction

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Frequently Asked Questions

What services does Anne Nickell Comer offer?

Anne Nickell Comer specializes in Wealth Management.

What are Anne Nickell Comer's credentials?

Anne Nickell Comer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Anne Nickell Comer located?

Anne Nickell Comer is based in CHARLOTTE, North Carolina, last registered with PRESIDIUM RETIREMENT ADVISERS, INC..

How does Anne Nickell Comer charge for services?

Anne Nickell Comer'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 PRESIDIUM RETIREMENT ADVISERS, INC.?

PRESIDIUM RETIREMENT ADVISERS, INC. has approximately 1 employees and manages $112M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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