Nicholas Magers is a CFP-designated registered investment advisor at Morgan Stanley, based in Chico, CA, with 4 years of industry experience. Nicholas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
555 Main Street, Suite 100, Chico, CA, 95928
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 is a managing member of Family Ranch LLC and Satellite Ranch LLC, both agriculture businesses, spending minimal time on each. He is also a partner in Cortina Brothers LLC, which leases out almond orchard ground and manages the orchard, dedicating minimal time to this activity as well.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Edward Jones
Edward JonesBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations53 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.
Exams
More Advisors
- Vitia KozielskiMorgan Stanley
- Ryan O'donnell, CFPMai Capital Management, LLC
- Guerdon Ely, CFP, ChFCIntegrated Advisors Network LLC
- Jeffrey Ross, CFPCetera Investment Advisers LLC
- Devin Potter, CFPLPL Financial LLC
- Derek Hastings, CFPInspire Advisors, LLC