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Nicola Jane Espie

ABERDEEN ASSET MANAGEMENT INC·PHILADELPHIA, Pennsylvania
Clean recordABERDEEN ASSET MANAGEMENT INC
1735 MARKET STREET, PHILADELPHIA, PA 19103CRD# 5640927Firm CRD# 111069

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nicola Jane Espie · PHILADELPHIA, PA
Registration
CRD #5640927 · ABERDEEN ASSET MANAGEMENT INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Nicola Jane Espie is a registered financial advisor based in PHILADELPHIA, Pennsylvania, affiliated with ABERDEEN ASSET MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
ABRDN INC.
ABRDN INC.
AUM
$47.2B
Regulatory assets under management
Employees
212
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: REIMBURSEMENT OF EXPENSES (PER PART 2A)
Regulatory
SEC/IARD CRD# 5640927
Firm CRD# 111069
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nicola Jane Espie offer?
Nicola Jane Espie specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.
What are Nicola Jane Espie's credentials?
Nicola Jane Espie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicola Jane Espie located?
Nicola Jane Espie is based in PHILADELPHIA, Pennsylvania, working with ABERDEEN ASSET MANAGEMENT INC. Their office serves clients in the PHILADELPHIA metropolitan area and surrounding communities.
How does Nicola Jane Espie charge for services?
Nicola Jane Espie's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: reimbursement of expenses (per part 2a). Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ABERDEEN ASSET MANAGEMENT INC?
ABERDEEN ASSET MANAGEMENT INC has approximately 212 employees and manages $47.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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