Nicole Merchain is a CFP-designated registered investment advisor at Morgan Stanley, based in Pleasanton, CA, with 15 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
4309 Hacienda Drive, Suite 200, Pleasanton, CA, 94588
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nicole is a trustee/co-trustee for a trust since 2011 and owns Nicole's Bee Biz, an agricultural business, since April 2024, dedicating minimal time to sales and marketing after business hours. Both activities are investment-related.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Pruco Securities, LLC.Broker
State Registrations21 states
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