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PN

Paul D. Nixon

LGT WEALTH MANAGEMENT US LIMITED
London, EC3V 3NR
Some features on this profile are disabled
CRD#: 6092162
PN

Professional summary

Paul David Nixon MR., who also goes by Paul David Nixon, is a registered financial advisor currently at LGT WEALTH MANAGEMENT US LIMITED .

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Paul has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Paul David Nixon

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 Paul David Nixon MR.'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

January 9, 2015 - Present

LGT WEALTH MANAGEMENT US LIMITED

Office #1: 14 Cornhill, London, EC3V 3NR
RIA
CRD#: 164190
London,

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".
LW
LGT WEALTH MANAGEMENT US LIMITED
LGT VESTRA US LIMITED | VESTRA US WEALTH MANAGEMENT LTD | LGT WEALTH MANAGEMENT US LIMITED

CRD#: 164190 / SEC#: 801-77580

RIA
Registered Investment Advisory firm - (2/7/2013 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.

Highlighted states indicate IAR registrations

IAR
Texas
(1/9/2015)

Exams

Current Firm

LW
LGT WEALTH MANAGEMENT US LIMITED
LGT VESTRA US LIMITED | VESTRA US WEALTH MANAGEMENT LTD | LGT WEALTH MANAGEMENT US LIMITED

CRD#: 164190 / SEC#: 801-77580

RIA
Registered Investment Advisory firm - (2/7/2013 Approved)
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Contact information

Main Address
14 Cornhill, London, EC3V 3NR
Mailing Address
Phone number
+44 203 207 8000
Established
Firm type
Fiscal year end
# of Employees
28

SEC notice filing (31 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2025 LGT WEALTH MANAGEMENT US LIMITED ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts1,805
AUM (Assets Under Management)$ 1,438,498,773

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

LGT WEALTH MANAGEMENT US LIMITED

CRD#: 164190London, EC3V 3NR

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