NG
NG

Nicholas Gould

2 Years of Experience
Wellesley, MA
Broker

Nicholas Gould is a registered investment advisor at Morgan Stanley, based in Wellesley, MA, with 2 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

112 Worcester Street, Wellesley, MA, 02481

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 works at Chatham Pier Fish Market as an employee, providing labor and service. He spends minimal time on this activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
July 2023 - Present · 2 yrs 10 mos
Morgan StanleyBroker
May 2023 - Present · 3 yrs
State Registrations40 states
AKALAZCACOCTDCDEFLGAHIILINKSKYMAMDMEMIMNMOMSMTNCNHNJNMNYOHORPARISCTNTXVAVTWAWIWV
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 Gould - Financial Advisor | TrueAdvisor