Nicholas Weidner
Nicholas Weidner is a registered investment advisor at Raymond James & Associates, INC., based in Birmingham, MI, with 8 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
325 N. Old Woodward Ave., Suite 320, Birmingham, MI, 48009
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Nicholas works at Comerica Bank and dedicates about 10-20% of his time there. He also works on FO2/Maestro, a cash management platform, dedicating a few hours per week.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Comerica SecuritiesBroker
Comerica Securities
Citizens Securities, INC.
Citizens Securities, INC.Broker
State Registrations18 states
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.