Nicholas Shevloff is a registered investment advisor at Mack & CO. Partners, LP, based in Dallas, TX, with 29 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 13 clients with $100M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
100 Crescent Court, 7th Floor, Dallas, TX, 75201
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Nicholas is a registered representative with M&Co Securities LLC, dedicating about half of his time to registered representative activities. He also serves as Managing Director and Head of Capital Advisory at Mack & Co Partners, LP, spending full-time hours on investment advisor representative activities.
Employment History
Current Registrations
Mack & CO. Partners, LP
M&co. Securities LLCBroker
M&co. Securities LLC
Previous Registrations
Weild & CO.Broker
Numis Securities INC.Broker
Sg Americas Securities, LLCBroker
Sg Americas Securities, LLCBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities INC.Broker
Bear, Stearns & CO. INC.Broker
J.P. Morgan Securities INC.Broker
J.P. Morgan Securities INC.Broker
Deutsche Bank Securities INC.Broker
Bt Alex. Brown IncorporatedBroker
Natwest Securities CorporationBroker
Natwest International Securities INC.Broker
County Natwest Global Securities LimitedBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.