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Nicole M. Bailey

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CRD#: 5453731
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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.

Nicole Marie Bailey, who also goes by Nicole Bailey, Nicole Marie Brown, was a registered financial professional .

Nicole is a previously registered financial professional and started their career in finance in 2008. Nicole had worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Nicole Bailey | Nicole Marie Brown

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

October 10, 2017 - June 22, 2018

VIGILANT WEALTH MANAGEMENT

RIA
CRD#: 119642
Portsmouth, NH
Past

April 3, 2012 - April 22, 2016

BALLENTINE PARTNERS

RIA
CRD#: 152802
WOLFEBORO, NH
Past

January 16, 2008 - July 21, 2011

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
TITUSVILLE, FL

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


State Security Law Exam
IAR
Series 65
Date: 4/2/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


VW
VIGILANT WEALTH MANAGEMENT
VIGILANT CAPITAL MANAGEMENT, LLC | VIGILANT WEALTH MANAGEMENT

CRD#: 119642 / SEC#: 801-61006

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Contact information


Main Address
One Monument Square Suite 601, Portland, ME 04101
Mailing Address
Phone number
(207) 523-1110
Established
Firm type
Fiscal year end
# of Employees
29

Documents


Latest Form ADV

Part 2 Brochures

VIGILANT CAPITAL MANAGEMENT BROCHURE (3/30/2023)

Regulatory assets under management


Total Number of Accounts1,753
AUM (Assets Under Management)$ 2,200,862,557

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


VIGILANT WEALTH MANAGEMENT

CRD#: 119642

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