Gyeral L. Nice

THE BOTTOM LINE WEALTH MANAGEMENT LTD.

Toledo, OH 43615

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CRD#: 7074171

Professional summary

Gyeral L Nice is a registered financial advisor currently at THE BOTTOM LINE WEALTH MANAGEMENT LTD. located in Toledo, Ohio.

Gyeral is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Gyeral has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

CAPAVERIL II & ASSOCIATES; INSURANCE AGENT; INVESTMENT RELATED; INSURANCE SALES AND SERVICES; TOLEDO, OH; START 03/2012; APPROXIMATELY 160 HOURS SPENT PER MONTH; 130 HOURS DURING TRADING. Retirement Income Consultants; Toledo, OH; Investment Related; Insurance Agent; Fixed Insurance Sales; Approximately 40 hours per month spent; Approximately 30 hours spent during security trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gyeral L Nice'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®

None

Experience

Current

March 19, 2021 - Present

THE BOTTOM LINE WEALTH MANAGEMENT LTD.

Office #1: 2600 N. Reynolds Road Suite 103b, Toledo, OH 43615

RIA

CRD#: 313232

Toledo, OH

Past

March 15, 2019 - July 8, 2021

SUNRIFT CAPITAL PARTNERS LLC

RIA

CRD#: 159583

TOLEDO, OH

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

Indiana
(3/29/2021)

IAR

Michigan
(3/19/2021)

IAR

Ohio
(3/19/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/29/2017

Uniform Investment Adviser Law Examination

Current Firm

THE BOTTOM LINE WEALTH MANAGEMENT LTD.

CRD#: 313232 / SEC#:

Arizona

Registered Investment Advisory firm - (7/12/2021 Approved)

Florida

Registered Investment Advisory firm - (4/30/2021 Approved)

Georgia

Registered Investment Advisory firm - (3/31/2021 Approved)

Indiana

Registered Investment Advisory firm - (3/24/2021 Approved)

Michigan

Registered Investment Advisory firm - (3/19/2021 Approved)

North Carolina

Registered Investment Advisory firm - (4/13/2021 Approved)

Ohio

Registered Investment Advisory firm - (3/19/2021 Approved)

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Contact information

Main Address

2600 N. Reynolds Road Suite 103b, Toledo, OH 43615

Mailing Address

Phone number

(419) 531-2414

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	237
AUM (Assets Under Management)	$ 7,230,022

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.

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Gyeral L. Nice

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gyeral L Nice's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE BOTTOM LINE WEALTH MANAGEMENT LTD.

SUNRIFT CAPITAL PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/29/2017

Current Firm

THE BOTTOM LINE WEALTH MANAGEMENT LTD.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

THE BOTTOM LINE WEALTH MANAGEMENT LTD.

TRUST BUT VERIFY

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