Nicholas Wilcox, financial advisor Hewlett NY

Nicholas Wilcox

CRD Number: 7569055
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Nicholas Wilcox (CRD# 7569055) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hewlett, NY and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Rosedale, NY Aug 2023 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Rosedale, NY Jul 2023 - Current < 1
Unemployed Los Angeles, CA May 2023 - Jul 2023 < 1
Loyola Marymount University Los Angeles, CA Aug 2019 - May 2023 3
American University Of Paris Paris, Aug 2022 - Dec 2022 < 1
Bank Of America-merrill New York, NY Jun 2022 - Aug 2022 < 1
Loyola Marymount University Los Angeles, CA Jun 2021 - May 2022 < 1
Doordash + Postmates + Uber Eats San Carlos, CA Jun 2020 - Jan 2021 < 1
Lucas Parking Company Belmont, CA Jun 2018 - Aug 2019 1
Elementary School + Middle School + High School San Mateo, CA Jul 2013 - Jun 2019 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2023
Contact Info for Nicholas R. Wilcox
Phone Number: 800-637-7455
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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