linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Nicholl Yvette Aldridge

Missionsquare Retirement

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

About Nicholl Yvette Aldridge

Nicholl Yvette Aldridge is an investment advisor representative at Missionsquare Retirement. Nicholl has been in the industry since June 2001 and has a Series 63 and 65 license. They are also registered with FINRA as a Registered Representative and have a Series 7, 55, and SIE license. Nicholl is a licensed advisor in 23 states. Prior to Missionsquare Retirement, Nicholl Aldridge has held various roles at companies like Sunset Financial Services, PFS Investments, and Spear, Leeds & Kellogg.

Firm Information

Nicholl Aldridge is currently registered with Missionsquare Retirement. Missionsquare Retirement is an investment advisor headquartered in Washington, DC. The firm manages assets for individuals, high-net-worth individuals, and insurance companies. Missionsquare Retirement has approximately 234 registered representatives and 224 investment advisory professionals.
Missionsquare Retirement

777 NORTH CAPITOL STREET NE, SUITE 600

WASHINGTON, DC 20002-4240

$6.11B

Assets Under Management

694

Total Clients

182

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

portfolio management for businesses

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

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

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.

Nicholl Aldridge’s Registration & Firm History

DC

07/01/2016 - Present

Missionsquare Retirement (WASHINGTON DC)

MO

02/07/2008 - 06/08/2015

SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)

GA

05/02/2003 - 02/08/2008

PFS INVESTMENTS INC. (DULUTH GA)

NY

02/02/2000 - 01/29/2002

SPEAR, LEEDS & KELLOGG, L.P. (NEW YORK NY)

Not sure if Nicholl Yvette Aldridge is right for you?

Licenses & Designations

IA

Issued 06/30/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/09/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/29/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 02/01/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nicholl Yvette Aldridge.
Not sure if Nicholl Yvette Aldridge is right for you?