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NF

Nicholas M. Fletcher

MUTUAL OF AMERICA SECURITIES LLC
Kirkland, WA 98033
Some features on this profile are disabled
CRD#: 6495875
NF

Professional summary


Nicholas Michael Fletcher, who also goes by Nick Michael Fletcher, Nick Fletcher, is a registered financial professional currently at MUTUAL OF AMERICA SECURITIES LLC located in Kirkland, Washington.

Nicholas is registered as a RR (Registered Representative) and started their career in finance in 2015. Nicholas has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Nick Michael Fletcher | Nick Fletcher

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) - BD


Click below to view Nicholas Michael Fletcher'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

June 12, 2024 - Present

MUTUAL OF AMERICA SECURITIES LLC

Office #1: 10230 Ne Points Drive Suite 550, Kirkland, WA 98033
BD
CRD#: 27878
Kirkland, WA
Past

August 24, 2023 - May 31, 2024

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
LAKEWOOD, CO
Past

August 1, 2023 - May 31, 2024

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
LAKEWOOD, CO
Past

April 25, 2017 - November 24, 2020

MUTUAL OF AMERICA LIFE INSURANCE COMPANY

BD
CRD#: 15356
GREENWOOD VILLAGE, CO
Past

April 25, 2017 - August 24, 2023

MUTUAL OF AMERICA SECURITIES LLC

BD
CRD#: 27878
GREENWOOD VILLAGE, CO
Past

January 14, 2016 - April 10, 2017

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
DEERFIELD, IL
Past

September 1, 2015 - April 10, 2017

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
DEERFIELD, IL

State Registrations and Notice Filings


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

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
Colorado
(6/12/2024)
RR
Utah
(6/12/2024)
RR
Wyoming
(6/12/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/18/2023
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


MO
MUTUAL OF AMERICA SECURITIES LLC
MUTUAL OF AMERICA SECURITIES CORPORATION | MUTUAL OF AMERICA SECURITIES LLC

CRD#: 27878 / SEC#: , 8-43278

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
320 Park Avenue, New York, NY 10022
Mailing Address
320 Park Avenue, New York, NY 10022-3869
Phone number
(212) 224-1600
Established
Delaware since 06/29/1990
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (51 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
MUTUAL OF AMERICA HOLDING COMPANY LLCMEMBER
BAILEY, CHRISTOPHER DAVIDCHAIRMAN, PRESIDENT AND CHIEF EXECUTIVE OFFICER4582524
BRANT, DAVID ROBERTFINANCIAL AND OPERATIONS PRINCIPAL (FINOP), PRINCIPAL FINANCIAL OFFICER (PFO), PRINCIPAL OPERATIONS OFFICER (POO)2718478
GREGORY, IVAN BRUCEEXECUTIVE VICE PRESIDENT AND BOARD MANAGER4984456
JOHNSON, TROY SHERMANEXECUTIVE VICE PRESIDENT AND BOARD MANAGER3052097
MEDLIN, KYLE LAWRENCESENIOR VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER5496979
STEINGARTEN, BRIE ANNE ELIZABETHGENERAL COUNSEL AND SECRETARY5373977

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


MUTUAL OF AMERICA SECURITIES LLC

CRD#: 27878Kirkland, WA 98033

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