NG
Nickole M. Garrison
GARRISON MURPHY WEALTH MANAGEMENT
BUFFALO, NY 14202
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CRD#: 6155263
NG
Professional summary
Nickole Marie Garrison, who also goes by Nickole Marie Declercq, Nickole Garrison, is a registered financial advisor currently at GARRISON MURPHY WEALTH MANAGEMENT, LLC located in Buffalo, New York.
Nickole is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Nickole has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Nickole Marie Declercq | Nickole Garrison
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.
1) United Way of Buffalo and Erie County; Not investment-related; 742 Delaware Ave, Buffalo, NY 14209; Non-profit organization to bring people together to build strong, equitable communities where everyone can thrive; Board Member; Treasurer; 5/2019; 4 hours/mo; rarely any, but sometimes an hour or two per month; As Treasurer of this community organization, I coordinate our Finance and Audit Committees and help to provide financial oversight and direction. 2) Buffalo Center for Arts and Technology (BCAT); Not investment-related; 1221 Main St, Buffalo, NY 14209; BCAT is a Non-profit organization with a two-fold mission and offers two high quality tuition-free programs under one roof: The Youth Arts Program (YAP) and the Adult Workforce Program (AWP); Board Member; Audit Committee Chair; 1/2017; 3 hours/mo; rarely any, but sometimes an hour or two per month; As Audit Committee Chair of this community organization, I coordinate our Audit Committee and help to provide financial oversight and direction. 3) WNY Women's Foundation; Not investment-related; 742 Delaware Ave, Buffalo, NY 14209; Non-profit organization to drive solutions to advance gender equity and move WNY forward; Board Member; Audit Committee Chair; 3/2021; 2 hours/mo; rarely any, but sometimes an hour or two per month; As Audit Committee Chair of this community organization, I coordinate our Audit Committee and help to provide financial oversight and direction. 4) Buffalo Philharmonic Orchestra Board; Not Investment-related; 786 Delaware Ave Buffalo, NY 14209; NFP Board Trustee; 10/2023; 2 hours/mo; rarely any, but sometimes an hour or two per month.
CRS (Client Relationship Summary) - RIA
Click below to view Nickole Marie Garrison's 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®
NoneExperience
Current
July 31, 2021 - Present
GARRISON MURPHY WEALTH MANAGEMENT, LLC
Office #1: 50 Fountain Plaza Suite 750, Buffalo, NY 14202RIA
CRD#: 298004
BUFFALO, NY
Past
September 21, 2018 - July 9, 2021
GARRISON MURPHY WEALTH MANAGEMENT, LLC
RIA
CRD#: 298004
EAST AURORA, NY
Past
April 3, 2013 - June 1, 2018
M&T SECURITIES, INC.
RIA
CRD#: 17358
BUFFALO, NY
Past
February 13, 2013 - June 1, 2018
M&T SECURITIES, INC.
BD
CRD#: 17358
BUFFALO, NY
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".
GM
GARRISON MURPHY WEALTH MANAGEMENT, LLC
GARRISON MURPHY WEALTH MANAGEMENT, LLC
CRD#: 298004 / SEC#: 801-113887
RIA
Registered Investment Advisory firm - (8/27/2018 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
New York(7/31/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
GM
GARRISON MURPHY WEALTH MANAGEMENT, LLC
GARRISON MURPHY WEALTH MANAGEMENT, LLC
CRD#: 298004 / SEC#: 801-113887
RIA
Registered Investment Advisory firm - (8/27/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
East Aurora, NY
Mailing Address
50 Fountain Plaza Suite 1400 Pmb#198, Buffalo, NY 14202
Phone number
(716) 462-5468
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 127 |
| AUM (Assets Under Management) | $ 235,467,761 |
Red Flags
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Company Information
GARRISON MURPHY WEALTH MANAGEMENT, LLC
CRD#: 298004Buffalo, NY 14202TRUST BUT VERIFY
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