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Nicholas Charles Newell

MCF Advisors, LLC

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About Nicholas Charles Newell

Nicholas Newell is a registered Investment Advisor Representative with MCF Advisors, LLC. Nicholas has been in the securities industry since June 2015. Nicholas has Series 63 and 65 securities licenses and Series 7 and SIE licenses. Nicholas holds a current registration in Kentucky. Nicholas has worked at FIDELITY BROKERAGE SERVICES LLC and MCF Advisors, LLC. Nicholas has experience providing financial planning, portfolio management for individuals and businesses, and pension consulting.

Firm Information

Nicholas Newell is currently registered with MCF Advisors, LLC. MCF Advisors, LLC is a Covington, KY-based firm with 28 advisors. The firm advises high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, banking or thrift institutions, and charitable organizations. They offer portfolio management for individuals, businesses, and pension plans, as well as financial planning and selection of other advisors.
MCF Advisors, LLC

50 E. RIVERCENTER BLVD.,

COVINGTON, KY 41011

$2.89B

Assets Under Management

14

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Nicholas Newell’s Registration & Firm History

KY

04/04/2017 - Present

MCF Advisors, LLC (COVINGTON KY)

KY

06/01/2015 - 03/07/2017

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

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Licenses & Designations

IA

Issued 04/04/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/08/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/07/2017

SIE - Securities Industry Essentials Examination

BC

Issued 06/01/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas Charles Newell.
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