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Robert David Nicholson

Blackrock Investments, LLC

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About Robert David Nicholson

Robert Nicholson is a financial advisor with over 18 years of experience in the industry. Robert is currently registered with Blackrock Investments, LLC and is licensed in 53 states and the District of Columbia. Prior to joining Blackrock Investments, LLC Robert has worked for several firms including CRESCENT SECURITIES GROUP, INC., DWS DISTRIBUTORS, INC. and CION SECURITIES, LLC. Robert holds Series 7 and Series 63 licenses.

Firm Information

Robert Nicholson is currently registered with Blackrock Investments, LLC. Blackrock Investments, LLC is a Limited Liability Company formed on October 21, 1994. The firm is registered with the Securities and Exchange Commission and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. Blackrock Investments has been involved in one regulatory event and one arbitration.

Not reported

Assets Under Management

Not reported

Total Clients

280

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.

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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Robert Nicholson’s Registration & Firm History

CA

01/25/2023 - Present

Blackrock Investments, LLC (NEWPORT BEACH CA)

TX

11/29/2021 - 01/02/2023

CRESCENT SECURITIES GROUP, INC. (PLANO TX)

IL

01/25/2018 - 07/30/2019

DWS DISTRIBUTORS, INC. (CHICAGO IL)

NY

05/08/2017 - 01/19/2018

CION SECURITIES, LLC (NEW YORK NY)

NY

08/07/2015 - 04/26/2016

RIDGEWOOD SECURITIES CORPORATION (New York NY)

AZ

09/03/2009 - 03/18/2015

COLE CAPITAL CORPORATION (PHOENIX AZ)

TX

04/07/2004 - 06/09/2009

HINES REAL ESTATE INVESTMENTS, INC. (HOUSTON TX)

GA

11/25/2002 - 03/24/2004

WELLS INVESTMENT SECURITIES,INC. (NORCROSS GA)

TX

03/27/2002 - 10/04/2002

OXFORD FINANCIAL GROUP (HOUSTON TX)

NY

06/29/1999 - 06/07/2000

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

BC

Issued 03/13/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/28/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert David Nicholson.
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