NM
CFP
NM
CFP

Nicholas Magers

3 Years of Experience
Chico, CA
Broker

Nicholas Magers is a CFP-designated registered investment advisor at Morgan Stanley, based in Chico, CA, with 3 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
Loading...

Location

555 Main Street, Suite 100, Chico, CA, 95928

Get directions

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.

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
February 2025 - Present · 1 yr 7 mos
Morgan StanleyBroker
February 2025 - Present · 1 yr 7 mos
Previous Registrations
Edward Jones
October 2022 - February 2025 · 2 yrs 4 mos
Edward JonesBroker
October 2022 - February 2025 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2022 - November 2022 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2022 - November 2022 · 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Nicholas Magers - Financial Advisor | TrueAdvisor