Nicola Walter (CRD# 2857514) is an Investment Advisor Representative working at Noblebridge Wealth in North Caldwell, NJ and has over 26 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Baryshnikov Arts | New York, NY | Nov 2023 - Current | < 1 |
Nfj-vv LLC | Old Westbury, NY | Jun 2023 - Current | < 1 |
Noblebridge Wealth Management, LLC | Montclair, NJ | Jul 2019 - Current | 4 |
Fort Ghent Brokerage, LLC | New York, NY | Mar 2017 - Current | 7 |
M.y.r.a. Entertainment LLC | New York, NY | Dec 2015 - Current | 8 |
Nicola Walter Design & Decor, Inc. | New York, NY | Sep 2004 - Current | 19 |
Skyrank | East Brunswick, NJ | Apr 2018 - May 2019 | 1 |
Jefferies LLC | New York, NY | Oct 2015 - Nov 2016 | 1 |
J.p Morgan Securities LLC | New York, NY | Jul 2011 - Oct 2015 | 4 |
J.p Morgan Chase Bank | New York, NY | Jul 2011 - Oct 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 1997 |
S65 | NASAA Investment Advisors Law Examination | Jul 2011 |
S66 | NASAA Uniform Combined State Law Examination | Sep 2007 |
- NJ
- NY
-
Total Assets Under Management160MILLIONS
-
Total Number of Accounts811ACCOUNTS
-
Average Account Value$197,530
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, DC, FL, GA, MD, NC, NJ, NY, PA, PR, SC, TX, VA
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