Nicholas Mcvicker
Advisor at Fidelity
Updated today
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.
Firm
Fidelity
Location
Covington, KY 41015-5000
Credentials
Series 63, Series 66
Industry experience
1 year
Client services
Based on Fidelity
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Provider of model portfolios
Location
100 Howe Drive
Covington, KY 41015-5000
Most active in
Nicholas M has reported serving >5 clients in these states in the last 12 months.
Kentucky · Ohio · Texas
Work history
Love on Fourth
2023 - 2024 (1 year)
FIDELITY INVESTMENTS
2023 - Present (3 years)
NADA
2022 - 2023 (1 year)
University of Cincinnati Medical Center
2021 - 2022 (1 year)
Christian Moerlein Lager House
2021 - 2021 (1 year)
Cedar Fair
2021 - 2021 (1 year)
Doordash
2021 - 2023 (2 years)
Connecting Grounds
2020 - 2020 (1 year)
Amazon Prime Now
2020 - 2021 (1 year)
Ohio University Chillicothe
2019 - 2020 (1 year)
Menards
2019 - 2019 (1 year)
Panera Bread
2018 - 2020 (2 years)
UnEmployed
2014 - 2018 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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PFS™, Series 63, Series 65
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Justin W
Series 65
Cincinnati, OH
J1 Capital LLC
Shawn H
CFP®
Edgewood, KY
Hannegan Wealth Management, LLC
Robert M
CFA®, Series 63, Series 65
Cincinnati, OH
Virgil Wealth Advisory
Mark S
ChFC®, Series 63
Cincinnati, OH
Schmerge Executive Planning Services, Inc.
John S
CFA®, Series 63
Cincinnati, OH
Ten Talents Asset Management
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