ND
CFP
ND
CFP

Nicholas Duncan

8 Years of Experience
Boise, ID
Broker

Nicholas Duncan is a CFP-designated registered investment advisor at Morgan Stanley, based in Boise, ID, with 8 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

101 South Capitol Boulevard, Suite 401, Boise, ID, 83702

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Nicholas works as a basketball broadcast analyst/commentator for Boise State University. He dedicates minimal time to this non-investment related activity.

Employment History
Current Registrations
Morgan Stanley
July 2024 - Present · 1 yr 10 mos
Morgan StanleyBroker
July 2024 - Present · 1 yr 10 mos
Previous Registrations
RBC Capital Markets, LLC
March 2018 - August 2024 · 6 yrs 5 mos
RBC Capital Markets, LLCBroker
January 2018 - August 2024 · 6 yrs 7 mos
State Registrations39 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.