Coyt Nicholson
Coyt Nicholson is a registered investment advisor at Osaic Wealth, INC., based in Baton Rouge, LA, with 18 years of industry experience. Coyt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
10500 Coursey Boulevard, Suite 103, Baton Rouge, LA, 70816
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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 ActivitiesSells Insurance
Coyt is an insurance agent for Nicholson Financial, selling and servicing fixed insurance products, dedicating about 10-20% of his time. He also operates under Nicholson Financial Services LLC as a wealth advisor and is a director/coach for Lugnuts Baseball LLC, a youth baseball organization.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Hancock Whitney Investment Services INC.
Hancock Whitney Investment Services INC.Broker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Investment Services LLC
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Stanford Group Company
Stanford Group CompanyBroker
Chase Investment Services CORP.Broker
State Registrations13 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.