Advisor at Folger Nolan Fleming Douglas Incorporated
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Washington, DC 20005-2109
Credentials
Series 66
Industry experience
4 years
Nicholas Folger is a financial advisor at Folger Nolan Fleming Douglas Incorporated with three years of industry experience. He holds a Series 66 designation and has worked previously at Aquarian Holdings, Gallatin Loan Management, Radile Insights, and Insureon. Folger is also a portfolio manager at Folger Nolan Fleming Douglas Capital Management Inc., where he focuses on securities research and investment management. Folger Nolan Fleming Douglas Incorporated provides private wealth management services on a non-discretionary, fee-based basis to a single ultra-high-net-worth family. The firm combines broker-dealer operations with a limited advisory business, tailoring investment strategies to client objectives through equities, fixed income, mutual funds, and ETFs.
Based on Folger Nolan Fleming Douglas Incorporated
$0+: 0.30% on equity positions $0+: 0.10% on fixed income positions $0+: No management fees on cash or cash equivalent positions, including U.S. Treasuries
Brokerage commissions earned on security trades; equity trades commissions up to $0.03 per share; municipal securities $1.00 per $1,000 par value (max $275 per trade); U.S. Agency and corporate bonds $1.00 per $1,000 par value (max $25). No commissions on U.S. Treasury securities.
Fee-only: Annual advisory fees based on assets under management; 0.30% on equity, 0.10% on fixed income, no fees on cash equivalents.
725 15 Th Street Nw
Washington, DC 20005-2109
District of Columbia · Maryland
Folger Nolan Fleming Douglas Capital Management Inc.
2022 - Present (4 years)
Folger Nolan Fleming Douglas Inc.
2022 - Present (4 years)
Aquarian Holdings
2021 - 2022 (1 year)
Gallatin Loan Management
2018 - 2021 (3 years)
Radile Insights
2016 - 2018 (2 years)
Insureon
2015 - 2016 (1 year)
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Insurance agent
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Broker-dealer / trader
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Is not active or affiliated with:
Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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