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Nicholas Steier

25 Years of Experience
Hunt Valley, MD
Broker

Nicholas Steier is a registered investment advisor at Wells Fargo Advisors, based in Hunt Valley, MD, with 25 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

225 Schilling Circle Suite 100, [Satellite], Hunt Valley, MD, 21030

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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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Other Business Activities

Nicholas has 100% ownership in Steier Wealth Management, LLC, dedicating about a quarter of his time. He also has 90% ownership in Steier GP, LLC, spending minimal time on it.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
August 2022 - Present · 4 yrs 1 mo
Wells Fargo Advisors
August 2022 - Present · 4 yrs 1 mo
Previous Registrations
UBS Financial Services INC.
April 2014 - August 2022 · 8 yrs 4 mos
UBS Financial Services INC.Broker
April 2014 - August 2022 · 8 yrs 4 mos
Wells Fargo Advisors, LLCBroker
April 2005 - April 2014 · 9 yrs
Wells Fargo Advisors, LLC
April 2005 - April 2014 · 9 yrs
Suntrust Securities, INC.
July 2002 - April 2005 · 2 yrs 9 mos
Suntrust Securities, INC.Broker
May 2001 - April 2005 · 3 yrs 11 mos
Dean Witter Reynolds INC.Broker
August 2000 - March 2001 · 7 mos
State Registrations16 states
AKARCACOCTDCDEFLMAMDNCNYPASCTXVA
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.
Nicholas Steier - Financial Advisor | TrueAdvisor