Claim Profile
Unclaimed Profile
RN

Rebecca Suzanne Nichols

ABRDN INC.·PHILADELPHIA, Pennsylvania
SIE, Series 3, Series 7, Series 30, Series 63Clean recordABRDN INC.
1900 MARKET STREET, PHILADELPHIA, PA 19103CRD# 6392502Firm CRD# 111069

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rebecca Suzanne Nichols · PHILADELPHIA, PA
Registration
CRD #6392502 · ABRDN INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 30
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ABRDN INC.
CRD 111069 · SEC 801-49966
AUM
$47.2B
Regulatory assets under management
Employees
212
144 client accounts
Services offered by ABRDN INC.
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

Speak with Rebecca

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Rebecca is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PHILADELPHIA?

Browse all registered financial advisors in PHILADELPHIA, Pennsylvania or claim this profile if it's yours.

04

Frequently Asked Questions

What services does Rebecca Suzanne Nichols offer?
Rebecca Suzanne Nichols specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.
What are Rebecca Suzanne Nichols's credentials?
Rebecca Suzanne Nichols is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rebecca Suzanne Nichols located?
Rebecca Suzanne Nichols is based in PHILADELPHIA, Pennsylvania, working with ABRDN INC.. Their office serves clients in the PHILADELPHIA metropolitan area and surrounding communities.
How does Rebecca Suzanne Nichols charge for services?
Rebecca Suzanne Nichols'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 ABRDN INC.?
ABRDN 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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →