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Nicholas Blicha

14 Years of Experience
Upper Saint Clair, PA
1 DisclosureBroker

Nicholas Blicha is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Upper Saint Clair, PA, with 14 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.

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Location

180 Fort Couch Rd, Upper Saint Clair, PA, 15241

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History

Regulatory History (1)
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Criminal
June 2007
Final Disposition
Other Business Activities

Nicholas works as an independent contractor and baseball umpire since 2005. He dedicates a few hours per week to this activity.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2024 - Present · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Summit Advisors, LLC
June 2018 - July 2024 · 6 yrs 1 mo
Beaconsfield Financial Services, INC.Broker
June 2018 - July 2024 · 6 yrs 1 mo
Park Avenue Securities LLC
January 2015 - August 2016 · 1 yr 7 mos
Park Avenue Securities LLCBroker
January 2015 - August 2016 · 1 yr 7 mos
The Leaders Group, INC.Broker
March 2010 - December 2014 · 4 yrs 9 mos
State Registrations15 states
CADCDEFLILMAMDMINJNYOHPASCTXWV
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.