Years of Experience
5-20+ Years
Lutherville, MD
43 Years Experience
0 Disclosures
ADVISOR BIO
Nicholas Smeresky is a financial advisor with over 40 years of experience in the industry. Nicholas has been with Morgan Stanley since 2009, previously working with Citigroup Global Markets and Merrill Lynch. Nicholas is registered with the state of Maryland and Texas as a securities agent and investment adviser. Nicholas specializes in financial planning, asset allocation advice, portfolio management, and pension consulting. Nicholas is committed to providing personalized investment advice to his clients.
SPECIALIZATIONS
Hunt Valley, MD
7 Years Experience
0 Disclosures
ADVISOR BIO
Nicholas Villamater is an investment advisor representative with Morgan Stanley, registered in Maryland, South Carolina, and Texas. Nicholas is a broker-dealer and has a Series 7, SIE, and Series 66 license. Nicholas's specialties include providing financial planning, pension consulting, and educational seminars. Nicholas has been in the industry since 2018.
SPECIALIZATIONS
Abingdon, MD
0 Disclosures
ADVISOR BIO
Nicholas West is an Investment Advisor Representative with Dew Wealth Management. Nicholas is licensed to provide advisory services in Maryland and Texas. Nicholas is also a Certified Financial Planner. Nicholas has a Series 65 license and has been in the financial industry since 2015. Nicholas works with individual clients as well as charitable organizations. Nicholas's firm, Dew Wealth Management, is based in Scottsdale, Arizona.
SPECIALIZATIONS
HUNT VALLEY, MD
10 Years Experience
0 Disclosures
ADVISOR BIO
Nicholas Bonomolo is a financial advisor with over 8 years of experience in the industry. Nicholas is registered with MML Investors Services, LLC and has been with the firm since March 2017. Prior to that, Nicholas was a financial advisor with MSI Financial Services, Inc. Nicholas holds licenses for the Series 63, Series 66, Series 7, and SIE exams, which allow him to provide a wide range of financial services. Nicholas is also a licensed insurance agent, selling life insurance, property/casualty, health, group life, group health, disability, fixed annuity, LTC insurance. Nicholas specializes in portfolio management for both businesses and individuals, financial planning, pension consulting, and educational seminars.
SPECIALIZATIONS
Baltimore, MD
11 Years Experience
0 Disclosures
ADVISOR BIO
Nicholas Williams is a financial advisor with over 9 years of experience in the industry. Williams is registered with Morgan Stanley and is licensed to provide financial advice in 29 states and the District of Columbia. Williams' primary focus is providing investment advice to high-net-worth individuals, but also works with institutional clients including pension and profit-sharing plans, corporations and other businesses, and charitable organizations. Nicholas Williams is also a registered Investment Advisor Representative.
SPECIALIZATIONS
ROCKVILLE, MD
0 Disclosures
ADVISOR BIO
Nicholas Booth is a financial advisor with over 3 years of experience in the industry. Nicholas is currently registered with Nine Inning Finance and Nectarine. Nicholas is a Certified Financial Planner and holds the Series 7, Series 66, and SIE licenses. Nicholas has previously worked with J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Nicholas specializes in providing financial planning and educational seminars to individuals.
SPECIALIZATIONS
Bethesda, MD
17 Years Experience
0 Disclosures
ADVISOR BIO
Nicholas Grubb is a financial advisor at Morgan Stanley. Nicholas has been working in the financial services industry since 2008 and has a wide range of experience in providing investment advice. Nicholas is registered with FINRA and is licensed to sell securities in multiple states. Nicholas specializes in providing asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisors.
SPECIALIZATIONS
BETHESDA, MD
40 Years Experience
1 Disclosures
ADVISOR BIO
Nicholas Keeling is a financial advisor associated with Planmember Securities Corp. Nicholas Keeling has been in the industry since 1985. The individual has registrations in 12 states and has earned his Series 63 and Series 65. Nicholas Keeling is also a Registered Representative in Maryland.
SPECIALIZATIONS
No specializations listed.
POTOMAC, MD
29 Years Experience
0 Disclosures
ADVISOR BIO
Nicholas Serenyi is a financial advisor with Morgan Stanley. Nicholas has been in the financial services industry since 1995 and has a wide range of experience in providing investment advice and wealth management services to a variety of clients. Nicholas is a Registered Representative and Investment Advisor Representative and is licensed to sell securities in multiple states. Nicholas has earned the Series 63, Series 65, Series 66, Series 7, and Series 31 licenses, as well as the Series 8, Series 9, and Series 10 licenses.
SPECIALIZATIONS
HUNT VALLEY, MD
2 Years Experience
0 Disclosures
ADVISOR BIO
Nicholas Purcell is a financial advisor with Osaic Wealth, Inc., a firm headquartered in Scottsdale, Arizona. Nicholas is a registered representative in Maryland and Virginia, and holds the Series 66, Series 7TO, and SIE licenses. Nicholas has been in the financial industry for over a year. Nicholas has experience working with clients in a variety of financial situations, including high net worth individuals, corporations, and charitable organizations.
SPECIALIZATIONS
