TrueAdvisor
TrueAdvisor
GN
GN

Gary Nucian

The Patriot Financial Group, LLC
52 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
The Patriot Financial Group, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
35 advisors
Number of Clients
3,136 clients
Average Client Portfolio
$767K average
Assets Under Management
$2.4B

Fee Structure

Financial Planning:Investment management only

Location

3059 Tri Park Dr, Grand Blanc, MI, 48439

Get directions

History

Regulatory History
Clean regulatory record

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

Gary works as a financial advisor for both Patriot Financial Group and Sterling Endeavor, dedicating about three-quarters of his time to these investment-related activities. Both positions started in January 2020.

Employment History
Current Registrations
Cetera Financial Specialists LLCBroker
December 2022 - Present · 3 yrs 2 mos
The Patriot Financial Group, LLC
January 2021 - Present · 5 yrs 1 mo
Previous Registrations
Securities America, INC.Broker
January 2021 - December 2022 · 1 yr 11 mos
Ameriprise Financial Services, INC.Broker
August 2019 - January 2020 · 5 mos
Ameriprise Financial Services, INC.
August 2019 - December 2019 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2000 - August 2019 · 19 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1978 - August 2019 · 40 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
February 1972 - September 1978 · 6 yrs 7 mos
State Registrations2 states
FLMI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.