Unclaimed Profile

Donald Bruce Nicholson

NORTHWEST ADVISORS, INC.·WARREN, Pennsylvania

Clean record14 years registeredNORTHWEST ADVISORS, INC.

100 LIBERTY STREET, WARREN, PA 16365CRD# 5961351Firm CRD# 154032

Profile Verification

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

Identity

Donald Bruce Nicholson · WARREN, PA

Registration

CRD #5961351 · NORTHWEST ADVISORS, INC. · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NORTHWEST ADVISORS, INC.

NORTHWEST ADVISORS, INC.

Oct 2011 – Mar 2017

ERIE, PA

Registrations & Exams

Registration record

First registered · October 19, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NORTHWEST ADVISORS, INC.

CRD 154032 · SEC 801-78838

AUM

$362M

Regulatory assets under management

Employees

2,414 client accounts

Services offered by NORTHWEST ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NORTHWEST ADVISORS, INC. →

Introduction

Speak with Donald

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

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

Looking for a financial advisor in WARREN?

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

Browse WARREN Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Donald Bruce Nicholson offer?

Donald Bruce Nicholson specializes in Financial Planning, Investment Management.

What are Donald Bruce Nicholson's credentials?

Donald Bruce Nicholson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donald Bruce Nicholson located?

Donald Bruce Nicholson is based in WARREN, Pennsylvania, last registered with NORTHWEST ADVISORS, INC..

How does Donald Bruce Nicholson charge for services?

Donald Bruce Nicholson's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NORTHWEST ADVISORS, INC.?

NORTHWEST ADVISORS, INC. has approximately 22 employees and manages $362M 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 →