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Nicholas Shedd

10 Years of Experience
Glen Allen, VA
Broker

Nicholas Shedd is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Glen Allen, VA, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

4510 Cox Road, Suite 103, Glen Allen, VA, 23060

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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

Nicholas works as an associate/employee at Mainsail Wealth Advisors, where he does investment research and analysis, works with clients on financial planning, and provides financial advice and portfolio management. He dedicates about a quarter to half of his time to these activities.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2015 - Present · 11 yrs 1 mo
Raymond James Financial Services, INC.Broker
July 2015 - Present · 11 yrs 2 mos
State Registrations12 states
ALCOCTDCFLILMINCNJNMVAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Nicholas Shedd - Financial Advisor | TrueAdvisor