AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
TN

Terry M. Nickels

Some features on this profile are disabled
CRD#: 2531560
TN

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Terry M Nickels was a registered financial professional .

Terry is a previously registered financial professional and started their career in finance in 2001. Terry had worked at 4 firms and has passed the Series 27 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

September 25, 2006 - March 25, 2013

WEDGE SECURITIES, LLC

BD
CRD#: 126776
GREENWOOD VILLAGE, CO
Past

March 27, 2003 - September 22, 2006

MOUNTAINVIEW SECURITIES, LLC

BD
CRD#: 7882
DENVER, CO
Past

January 9, 2003 - March 12, 2003

ISAAK BOND INVESTMENTS, INC.

BD
CRD#: 7413
LAKEWOOD, CO
Past

June 28, 2001 - March 25, 2002

SCHNEIDER SECURITIES, INC.

BD
CRD#: 16434
DENVER, CO

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


Principal/Supervisory Exam
RR
Series 27
Date: 6/20/2001
Financial and Operations Principal Examination

Current Firm


WS
WEDGE SECURITIES, LLC
GERONIMO PARTNERS, LLC | WEDGE SECURITIES, LLC

CRD#: 126776 / SEC#: , 8-65911

BD
Terminated by SEC on 05/24/2013
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 03/04/2003
Firm type
Limited Liability Company
Fiscal year end
March
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
WEDGE PARTNERS CORPORATIONPARENT
ADAMS, KIRK JOHNCEO2906609
ADAMS, KIRK JOHNPRINCIPAL2906609
CYESTER, KATHRYN ANNCHIEF COMPLIANCE OFFICER, REGISTERED PRINCIPAL2731678
MATHISON, MATTHEW ROBERTPRINCIPAL4357383
NICKELS, TERRY MFINOP2531560
NICKELS, TERRY MCOO2531560

Disclosures


Regulatory Event1

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


WEDGE SECURITIES, LLC

CRD#: 126776

TRUST BUT VERIFY

Monitor Terry Nickels

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics