Unclaimed Profile

Nicholas C Holmes

OBJECTIVITY SQUARED, LLC·CHARLESTON, South Carolina

SIE, Series 7, Series 66Clean record25 years registeredOBJECTIVITY SQUARED, LLC

701 EAST BAY STREET, CHARLESTON, SC 29403CRD# 4318839Firm CRD# 311052

Profile Verification

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

Identity

Nicholas C Holmes · CHARLESTON, SC

Registration

CRD #4318839 · OBJECTIVITY SQUARED, LLC · 25 years registered

Brand Profile

Not yet started

Career History

OBJECTIVITY SQUARED WEALTH MANAGEMENT

Dec 2020 – present

OBJECTIVITY SQUARED WEALTH MANAGEMENT

Oct 2020 – Nov 2020

CHARLESTON, SC

RAYMOND JAMES & ASSOCIATES, INC.

Dec 2009 – Dec 2020

CHARLESTON, SC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Mar 2001 – Dec 2009

CHARLESTON, SC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · March 7, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OBJECTIVITY SQUARED, LLC

CRD 311052 · SEC 801-119693

AUM

$362M

Regulatory assets under management

Employees

1,248 client accounts

Services offered by OBJECTIVITY SQUARED, LLC

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 OBJECTIVITY SQUARED, LLC →

Introduction

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Frequently Asked Questions

What services does Nicholas C Holmes offer?

Nicholas C Holmes specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CHARLESTON, South Carolina for a consultation.

What are Nicholas C Holmes's credentials?

Nicholas C Holmes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nicholas C Holmes located?

Nicholas C Holmes is based in CHARLESTON, South Carolina, working with OBJECTIVITY SQUARED, LLC. Their office serves clients in the CHARLESTON metropolitan area and surrounding communities.

How does Nicholas C Holmes charge for services?

Nicholas C Holmes'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 OBJECTIVITY SQUARED, LLC?

OBJECTIVITY SQUARED, LLC has approximately 6 employees and manages $362M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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