NB
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Nicholas Bryant

25 Years of Experience
Akron, OH
BrokerSells Insurance

Nicholas Bryant is a registered investment advisor at Ameriprise Financial Services, LLC, based in Akron, OH, with 25 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

3333 Massillon Rd Ste 110, Akron, OH, 44312

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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 ActivitiesSells Insurance

Nicholas owns multi-family real estate since 2019. He also works as an independent insurance broker for AIG Life Insurance, selling term life insurance.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2020 - Present · 5 yrs 11 mos
Ameriprise Financial Services, LLC
October 2020 - Present · 5 yrs 11 mos
Ameriprise Financial Services, LLCBroker
October 2020 - Present · 5 yrs 11 mos
Previous Registrations
UBS Financial Services INC.
May 2011 - November 2020 · 9 yrs 6 mos
UBS Financial Services INC.Broker
May 2011 - November 2020 · 9 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2003 - May 2011 · 8 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2001 - May 2011 · 10 yrs 4 mos
State Registrations20 states
AKARAZCACOFLGAILKSMAMONCNHOHORSCTNTXVAWA
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.