linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Nicholas Ward McElroy

PGI Wealth Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Nicholas? Claim Your Profile

About Nicholas Ward McElroy

Nicholas McElroy is an investment advisor representative with PGI Wealth Management. Nicholas has been in the industry since 2013 and has experience working with a variety of clients, including individuals, high-net-worth individuals, and charitable organizations. Nicholas holds Series 7 and 66 licenses and has been registered with FINRA since 2013. Nicholas has also previously been employed by Principal Securities, Inc. and Ameriprise Financial Services, Inc. Nicholas is registered in Florida, Georgia, Minnesota, and Texas.

Firm Information

Nicholas McElroy is currently registered with PGI Wealth Management. PGI Wealth Management is a Milton, GA-based registered investment advisor with over $934 million in assets under management. The firm provides financial planning and portfolio management services for individuals, high-net-worth individuals, and charitable organizations. They have a team of 7 investment advisor representatives.
PGI Wealth Management

13680 HIGHWAY 9

MILTON, GA 30004

$934.44M

Assets Under Management

307

Total Clients

7

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Nicholas McElroy’s Registration & Firm History

GA

12/18/2018 - Present

PGI Wealth Management (MILTON GA)

MN

12/03/2013 - 09/04/2018

PRINCIPAL SECURITIES, INC. (MINNEAPOLIS MN)

MN

07/16/2013 - 11/26/2013

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

Not sure if Nicholas Ward McElroy is right for you?

Licenses & Designations

BOTH

Issued 08/16/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/25/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/04/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas Ward McElroy.
Not sure if Nicholas Ward McElroy is right for you?