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Patrick Nickerson

25 Years of Experience
Washington, DC
Broker

Patrick Nickerson is a registered investment advisor at Raymond James & Associates, INC., based in Washington, DC, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

1717 Pennsylvania Ave Nw, Suite 1050, Washington, DC, 20006

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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.

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Employment History
Current Registrations
Raymond James & Associates, INC.
August 2016 - Present · 9 yrs 11 mos
Raymond James & Associates, INC.Broker
August 2016 - Present · 9 yrs 11 mos
Raymond James & Associates, INC.
August 2016 - Present · 9 yrs 11 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - September 2016 · 7 yrs 3 mos
Morgan Stanley
June 2009 - September 2016 · 7 yrs 3 mos
Citigroup Global Markets INC.
May 2005 - June 2009 · 4 yrs 1 mo
Citigroup Global Markets INC.Broker
January 2004 - June 2009 · 5 yrs 5 mos
Morgan Stanley Dw INC.Broker
May 2000 - January 2004 · 3 yrs 8 mos
State Registrations19 states
ALCODCDEFLGALAMAMDMTNCNJNYOHPASCTNVAWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.