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Nic Trounce

5 Years of Experience
Rancho Santa Fe, CA
Broker

Nic Trounce is a registered investment advisor at Morgan Stanley, based in Rancho Santa Fe, CA, with 5 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

6037 La Flecha, Suite 200, Rancho Santa Fe, CA, 92067

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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

Nicolas owns rental property in Lehi, Utah since December 2024. This activity is investment-related and requires minimal time.

Employment History
Current Registrations
Morgan Stanley
October 2025 - Present · 7 mos
Morgan StanleyBroker
October 2025 - Present · 7 mos
Previous Registrations
Morgan Stanley
May 2025 - July 2025 · 2 mos
Morgan StanleyBroker
April 2025 - July 2025 · 3 mos
Morgan StanleyBroker
November 2022 - January 2025 · 2 yrs 2 mos
E*trade Securities LLCBroker
September 2019 - September 2023 · 4 yrs
State Registrations43 states
ALARAZCACOCTDCFLGAHIIAIDILINKSLAMAMDMIMNMOMSMTNCNDNHNJNMNVNYOHOKORPASCSDTNTXUTVAVirgin IslandsWAWY
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.
Nic Trounce - Financial Advisor | TrueAdvisor