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Nicholas Gillespie

2 Years of Experience
Ponte Vedra Beach, FL
Broker

Nicholas Gillespie is a registered investment advisor, based in Ponte Vedra Beach, FL, with 2 years of industry experience.

Location

100 Corridor Road, Suite 101, Ponte Vedra Beach, FL, 32082

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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.

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Other Business Activities

Nicholas works as an associate/employee for Horizon Group, Pinnacle Asset Management, and Pinnacle Bank/Pinnacle Financial Partners, starting in May 2024. In these roles, which take about half of Nicholas's time, he provides assistance to financial advisors, schedules appointments, prepares for meetings, and services client needs.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
May 2024 - Present · 2 yrs
Previous Registrations
Truist Advisory Services, INC.
January 2024 - May 2024 · 4 mos
Truist Investment Services, INC.Broker
November 2023 - May 2024 · 6 mos
Fidelity Brokerage Services LLCBroker
March 2023 - November 2023 · 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.
Nicholas Gillespie - Financial Advisor | TrueAdvisor