Nicholas D. Innerbichler

ELITEOME ADVISORS

Ellicott City, MD 21043

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CRD#: 4858786

Professional summary

Nicholas Daniel Innerbichler, who also goes by Nick Innerbichler, is a registered financial advisor currently at ELITE INCOME ADVISORS, INC. located in Ellicott City, Maryland.

Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Nicholas has worked at 11 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nick Innerbichler

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 Name of the other business: Retirement Planning Services Investment Related?: Yes Address of other business: 10400 Little Patuxent Parkway, Suite 430, Columbia, MD 21044 Nature of other business: Insurance/Investments Your position: Financial Advisor, Operations Start Date: 01/2010 How many hours you devote to the other business per month: 160 How many hours you devote to the other business during securities trading hours: 32.5 Briefly describe your duties: Client service and investment advice relating to advisory accounts and insurance.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Daniel Innerbichler'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

May 8, 2020 - Present

ELITE INCOME ADVISORS, INC.

Office #1: 6011 University Boulevard Suite # 350, Ellicott City, MD 21043

RIA

CRD#: 285429

Ellicott City, MD

Past

September 19, 2019 - May 11, 2020

HORTER INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 119880

Columbia, MD

Past

October 20, 2018 - September 10, 2019

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Columbia, MD

Past

October 20, 2018 - September 10, 2019

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

COLUMBIA, MD

Past

March 9, 2010 - October 20, 2018

INVESTMENT ADVISORS CORP

RIA

CRD#: 117531

COLUMBIA, MD

Past

March 9, 2010 - October 20, 2018

BROKER DEALER FINANCIAL SERVICES CORP.

CRD#: 8073

COLUMBIA, MD

Past

February 20, 2009 - January 26, 2010

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

BALTIMORE, MD

Past

February 19, 2009 - January 26, 2010

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

BALTIMORE, MD

Past

March 25, 2008 - January 7, 2009

TD AMERITRADE, INC.

RIA

CRD#: 7870

PIKESVILLE, MD

Past

March 25, 2008 - January 7, 2009

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

PIKESVILLE, MD

Past

March 25, 2008 - January 7, 2009

TD AMERITRADE, INC.

CRD#: 7870

PIKESVILLE, MD

Past

November 30, 2006 - March 24, 2008

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

BALTIMORE, MD

Past

October 2, 2006 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

BALTIMORE, MD

Past

October 2, 2006 - March 24, 2008

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

BALTIMORE, MD

Past

July 22, 2005 - March 2, 2006

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

BALTIMORE, MD

Past

November 17, 2004 - March 2, 2006

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ELITE INCOME ADVISORS, INC.

CRD#: 285429 / SEC#: 801-132873

RIA

Registered Investment Advisory firm - (5/29/2025 Approved)

Delaware

Registered Investment Advisory firm - (6/10/2025 Terminated)

Florida

Registered Investment Advisory firm - (6/4/2025 Terminated)

Maryland

Registered Investment Advisory firm - (7/2/2025 Terminated)

North Carolina

Registered Investment Advisory firm - (6/13/2025 Terminated)

Pennsylvania

Registered Investment Advisory firm - (6/6/2025 Terminated)

South Carolina

Registered Investment Advisory firm - (6/4/2025 Terminated)

Texas

Registered Investment Advisory firm - (6/4/2025 Terminated)

Virginia

Registered Investment Advisory firm - (6/5/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Delaware
(7/24/2020)

IAR

Florida
(10/28/2020)

IAR

Maryland
(5/8/2020)

IAR

North Carolina
(11/25/2020)

IAR

Pennsylvania
(10/1/2021)

IAR

South Carolina
(12/18/2023)

IAR

Texas
(10/26/2020)

IAR

Virginia
(4/6/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/21/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/22/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/16/2004

General Securities Representative Examination

Current Firm

ELITE INCOME ADVISORS, INC.

CRD#: 285429 / SEC#: 801-132873

RIA

Registered Investment Advisory firm - (5/29/2025 Approved)

Delaware

Registered Investment Advisory firm - (6/10/2025 Terminated)

Florida

Registered Investment Advisory firm - (6/4/2025 Terminated)

Maryland

Registered Investment Advisory firm - (7/2/2025 Terminated)

North Carolina

Registered Investment Advisory firm - (6/13/2025 Terminated)

Pennsylvania

Registered Investment Advisory firm - (6/6/2025 Terminated)

South Carolina

Registered Investment Advisory firm - (6/4/2025 Terminated)

Texas

Registered Investment Advisory firm - (6/4/2025 Terminated)

Virginia

Registered Investment Advisory firm - (6/5/2025 Terminated)

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Contact information

Main Address

6011 University Boulevard Suite # 350, Ellicott City, MD 21043

Mailing Address

Phone number

(443) 274-3002

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (4/28/2025)

Regulatory assets under management

Total Number of Accounts	1,100
AUM (Assets Under Management)	$ 150,103,195

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.

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Advisor Monitoring

Firm Stability Insights

Nicholas D. Innerbichler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Daniel Innerbichler's CRS (Customer Relationship Summary).

Certified licenses

Experience

HORTER INVESTMENT MANAGEMENT, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

INVESTMENT ADVISORS CORP

BROKER DEALER FINANCIAL SERVICES CORP.

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

Primary Firm SEC Registration

ELITE INCOME ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/21/2005

Series 63

Date: 1/22/2005

SIE

Date: 10/1/2018

Series 7

Date: 11/16/2004

Current Firm

ELITE INCOME ADVISORS, INC.

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ELITE INCOME ADVISORS, INC.

TRUST BUT VERIFY

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