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Nicholas R. Yarid

CAPITAL INVESTMENT GROUP
CLEMSON, SC
Some features on this profile are disabled
CRD#: 1134096
NY

Professional summary


Nicholas Robert Yarid, who also goes by Nick Yarid, is a registered financial professional currently at CAPITAL INVESTMENT GROUP, INC. located in Clemson, South Carolina.

Nicholas is registered as a RR (Registered Representative) and started their career in finance in 1983. Nicholas has worked at 6 firms and has passed the Series 63, SIE, Series 3, Series 7, Series 9, Series 10 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Nick Yarid

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Nicholas Robert Yarid's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 2, 2004 - Present

CAPITAL INVESTMENT GROUP, INC.

BD
CRD#: 14752
CLEMSON, SC
Past

February 12, 1996 - December 31, 2003

W.C. SMITH & COMPANY, INC.

BD
CRD#: 36865
GREENVILLE, SC
Past

January 4, 1993 - March 17, 1997

WACHOVIA SECURITIES, INC.

BD
CRD#: 431
CHARLOTTE, NC
Past

September 30, 1991 - January 11, 1993

J.C. BRADFORD & CO.

BD
CRD#: 1287
NEW YORK, NY
Past

April 26, 1988 - May 3, 1988

JOHNSON, LANE, SPACE, SMITH & CO., INC.

BD
CRD#: 472
Past

December 22, 1983 - October 8, 1991

WACHOVIA SECURITIES, INC.

BD
CRD#: 431
CHARLOTTE, NC
Past

June 6, 1983 - December 5, 1983

FIRST JERSEY SECURITIES, INC.

BD
CRD#: 6621

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(11/6/2019)
RR
Georgia
(1/2/2004)
RR
Kentucky
(9/19/2025)
RR
Maine
(12/2/2019)
RR
Massachusetts
(7/18/2014)
RR
North Carolina
(1/2/2004)
RR
Ohio
(1/2/2004)
RR
South Carolina
(1/2/2004)
RR
Tennessee
(9/5/2018)
RR
Virginia
(11/15/2022)
RR
West Virginia
(1/2/2004)

Exams


State Security Law Exam
RR
Series 63
Date: 5/26/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 7/29/1988
General Securities Sales Supervisor Examination (Options Module & General Module)
SRO Registrations
RR
FINRA

Current Firm


CI
CAPITAL INVESTMENT GROUP, INC.
CAPITAL INVESTMENT COMPANIES | CAPITAL INVESTMENT GROUP, INC.

CRD#: 14752 / SEC#: , 8-31225

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information


Main Address
100 E. Six Forks Road Ste 200, Raleigh, NC 27609
Mailing Address
P.o. Box 32249, Raleigh, NC 27622
Phone number
(919) 831-2370
Established
North Carolina since 01/06/1984
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
R.B.S.B. FAMILY TRUSTOWNER
NICHOLSON, WILLIAM BATEMAN SRSHAREHOLDER2585041
BATTLE, RICHARD STAATSSHAREHOLDER2349045
BROOKS, BENJAMIN TIMOTHY IIIPRESIDENT2206321
BRYANT, RICHARD KINGCEO/TREASURER/FINOP/CO-TRUSTEE1069685
DRESSLER, KURT ALANSHAREHOLDER2381036
EDDINS, WILLIAM HAROLD JRASSISTANT VICE PRESIDENT1724993
HARDEN, RONALD TODDSHAREHOLDER1528810
KING, RONALD LEECHIEF COMPLIANCE OFFICER2530489
MCDONALD, CORNELIUS TRAWICK IIIASSISTANT VICE PRESIDENT1288377
SADLER, SUZANNE BRYANTCO-TRUSTEE6313854

Disclosures


Regulatory Event7
Arbitration3

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CAPITAL INVESTMENT GROUP, INC.

CRD#: 14752Clemson, SC

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