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BN

Benjamin B. Nichols

MUTUAL OF AMERICA SECURITIES LLC
ATLANTA, GA 30328
Some features on this profile are disabled
CRD#: 3073217
BN

Professional summary


Benjamin Bryce Nichols is a registered financial professional currently at MUTUAL OF AMERICA SECURITIES LLC located in Atlanta, Georgia.

Benjamin is registered as a RR (Registered Representative) and started their career in finance in 1998. Benjamin has worked at 9 firms and has passed the Series 99TO, SIE and Series 6 exams.

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) - BD


Click below to view Benjamin Bryce Nichols'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

February 24, 2023 - Present

MUTUAL OF AMERICA SECURITIES LLC

Office #1: 5775 Glenridge Drive, Building B, Suite 410, Atlanta, GA 30328
BD
CRD#: 27878
ATLANTA, GA
Past

February 13, 2018 - January 4, 2022

AMERICAN FIDELITY SECURITIES, INC.

BD
CRD#: 11852
OKLAHOMA CITY, OK
Past

October 4, 2016 - October 23, 2017

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
TAMPA, FL
Past

June 24, 2015 - October 14, 2016

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
Tampa, FL
Past

January 16, 2014 - July 16, 2015

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
TAMPA, FL
Past

May 24, 2013 - January 22, 2014

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
TAMPA, FL
Past

August 30, 2012 - April 10, 2013

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
TAMPA, FL
Past

October 23, 2008 - August 31, 2012

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
TAMPA, FL
Past

September 16, 1998 - December 31, 1999

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA

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
(3/14/2023)

Exams


General Industry/Product Exam
RR
Series 99TO
Date: 4/18/2023
Operations Professional Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


MO
MUTUAL OF AMERICA SECURITIES LLC
MUTUAL OF AMERICA SECURITIES CORPORATION | MUTUAL OF AMERICA SECURITIES LLC

CRD#: 27878 / SEC#: , 8-43278

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


Main Address
320 Park Avenue, New York, NY 10022
Mailing Address
320 Park Avenue, New York, NY 10022-3869
Phone number
(212) 224-1600
Established
Delaware since 06/29/1990
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (51 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#
MUTUAL OF AMERICA HOLDING COMPANY LLCMEMBER
BAILEY, CHRISTOPHER DAVIDCHAIRMAN, PRESIDENT AND CHIEF EXECUTIVE OFFICER4582524
BRANT, DAVID ROBERTFINANCIAL AND OPERATIONS PRINCIPAL (FINOP), PRINCIPAL FINANCIAL OFFICER (PFO), PRINCIPAL OPERATIONS OFFICER (POO)2718478
GREGORY, IVAN BRUCEEXECUTIVE VICE PRESIDENT AND BOARD MANAGER4984456
JOHNSON, TROY SHERMANEXECUTIVE VICE PRESIDENT AND BOARD MANAGER3052097
MEDLIN, KYLE LAWRENCESENIOR VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER5496979
STEINGARTEN, BRIE ANNE ELIZABETHGENERAL COUNSEL AND SECRETARY5373977

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


MUTUAL OF AMERICA SECURITIES LLC

CRD#: 27878Atlanta, GA 30328

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