Carolyn J. Nichols
Professional summary
Carolyn Jane Nichols, who also goes by Carolyn Jane Belcher, Carrie Belcher, is a registered financial advisor currently at FIDUCIARY MANAGEMENT, INC. located in Milwaukee, Wisconsin.
Carolyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Carolyn has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Carolyn Jane Nichols's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 9, 2016 - Present
FIDUCIARY MANAGEMENT, INC.
Office #1: 790 N. Water Street Suite 2100, Milwaukee, WI 53202Primary Firm SEC Registration
FIDUCIARY MANAGEMENT, INC.
CRD#: 109149 / SEC#: 801-15164
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/9/2016)
Current Firm
FIDUCIARY MANAGEMENT, INC.
CRD#: 109149 / SEC#: 801-15164
Contact information
SEC notice filing (21 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 686 |
| AUM (Assets Under Management) | $ 14,977,293,915 |
Red Flags
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Company Information
FIDUCIARY MANAGEMENT, INC.
CRD#: 109149Milwaukee, WI 53202TRUST BUT VERIFY
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