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

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
NE

Nicole M. Eirich

UHLER VERTICH WHITE ADVISORS
Fort Myers, FL 33919-1068
CRD#: 5084602
Some features on this profile are disabled
NE
Nicole Marie EirichUHLER VERTICH WHITE ADVISORS

Professional summary

Nicole Marie Eirich, CFP®, who also goes by Nicole Marie Adams, Nicole Marie Adams, is a registered financial advisor currently at UHLER VERTICH WHITE ADVISORS located in Fort Myers, Florida and RAYMOND JAMES FINANCIAL SERVICES, INC. located in Fort Myers, Florida.

Nicole is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Nicole has worked at 7 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Nicole Marie Adams | Nicole Marie Adams

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) - RIA

Click below to view Nicole Marie Eirich'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®
CFP®

Certified Financial Planner

Start date: 2017

Experience

Current

May 29, 2026 - Present

UHLER VERTICH WHITE ADVISORS

Office #1: 1510 Royal Palm Square Boulevard Suite 103, Fort Myers, FL 33919-1068
RIA
CRD#: 130716
Fort Myers, FL
Current

May 18, 2026 - Present

RAYMOND JAMES FINANCIAL SERVICES, INC.

Office #1: 1510 Royal Palm Sq. Blvd. Suite 103, Fort Myers, FL 33919
BD
CRD#: 6694
Fort Myers, FL
Past

April 2, 2026 - April 15, 2026

MORGAN STANLEY

RIA
CRD#: 149777
Naples, FL
Past

April 1, 2026 - April 15, 2026

MORGAN STANLEY

BD
CRD#: 149777
Naples, FL
Past

August 30, 2023 - February 11, 2026

LANDAAS & COMPANY

RIA
CRD#: 47487
MILWAUKEE, WI
Past

August 30, 2023 - February 11, 2026

LANDAAS & COMPANY

BD
CRD#: 47487
MILWAUKEE, WI
Past

December 1, 2014 - September 2, 2023

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

November 4, 2014 - September 2, 2023

ROBERT W. BAIRD & CO. INCORPORATED

RIA
CRD#: 8158
MILWAUKEE, WI
Past

December 3, 2009 - January 22, 2015

NATIONAL INVESTMENT SERVICES, INC

RIA
CRD#: 111746
MILWAUKEE, WI
Past

November 28, 2007 - November 7, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MADISON, WI

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".
UV
UHLER VERTICH WHITE ADVISORS
UHLER AND VERTICH FINANCIAL PLANNERS | UHLER VERTICH WHITE ADVISORS, LLC | UHLER VERTICH WHITE ADVISORS | UHLER AND VERTICH FINANCIAL PLANNERS, LLC | UHLER AND VERTICH FINANCIAL PLANNERS, L.L.P.

CRD#: 130716 / SEC#: 801-62896

RIA
Registered Investment Advisory firm - (3/12/2004 Approved)

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.
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
(5/18/2026)
IAR
Florida
(5/29/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/21/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/1/2014
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/26/2024
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

UV
UHLER VERTICH WHITE ADVISORS
UHLER AND VERTICH FINANCIAL PLANNERS | UHLER VERTICH WHITE ADVISORS, LLC | UHLER VERTICH WHITE ADVISORS | UHLER AND VERTICH FINANCIAL PLANNERS, LLC | UHLER AND VERTICH FINANCIAL PLANNERS, L.L.P.

CRD#: 130716 / SEC#: 801-62896

RIA
Registered Investment Advisory firm - (3/12/2004 Approved)
Loading...

Contact information

Main Address
1510 Royal Palm Square Boulevard Suite 103, Fort Myers, FL 33919-1068
Mailing Address
Phone number
(239) 936-6300
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

UHLER VERTICH WHITE ADVISORS (7/22/2025)

Regulatory assets under management

Total Number of Accounts971
AUM (Assets Under Management)$ 466,827,500

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

UHLER VERTICH WHITE ADVISORS

CRD#: 130716Fort Myers, FL 33919-1068

TRUST BUT VERIFY

Monitor Nicole Eirich

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

Similar Advisors

Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
Estero, FL
Steven Richard Adelson
Steven AdelsonAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Fort Myers, FL
PM
Pamela MaharAdvisorCheck Check Mark
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
IAR
RR
Fort Myers, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.