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CFP
NG
CFP

Nickole Garrison

Garrison Murphy Wealth Management, LLC
13 Years of Experience
Buffalo, NY
View SEC Summary
View SEC Summary

Nickole Garrison is a CFP-designated registered investment advisor at Garrison Murphy Wealth Management, LLC, based in Buffalo, NY, with 13 years of industry experience. Nickole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 29 clients with $260M in assets under management.

Garrison Murphy Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
29 clients
Average Client Portfolio
$8.8M average
Assets Under Management
$255.1M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.75%

Fee is based on a percentage of assets under management and will not exceed 0.75% per annum. Fees may be negotiated based on complexity, time, asset amount, and related accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

50 Fountain Plaza, Suite 1400, Buffalo, NY, 14202

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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

Nickole serves on the board of directors for several non-profit organizations, including the United Way of Buffalo and Erie County, Buffalo Center for Arts and Technology, WNY Women's Foundation, and the Buffalo Philharmonic Orchestra. She dedicates minimal time to each of these roles, primarily focusing on financial oversight and audit committee responsibilities.

Employment History
Current Registrations
Garrison Murphy Wealth Management, LLC
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Garrison Murphy Wealth Management, LLC
September 2018 - July 2021 · 2 yrs 10 mos
M&t Securities, INC.
April 2013 - June 2018 · 5 yrs 2 mos
M&t Securities, INC.Broker
February 2013 - June 2018 · 5 yrs 4 mos
State Registrations1 state
NY
Advisor

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.
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