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Nicholas J. Gorry

EMINENCE WEALTH MANAGEMENT
Orlando, FL 32819
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CRD#: 7155310
NG

Professional summary


Nicholas James Gorry, who also goes by Nicholas Gorry, Nick Gorry, is a registered financial advisor currently at EMINENCE WEALTH MANAGEMENT INC. located in Orlando, Florida.

Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Nicholas has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Nicholas Gorry | Nick Gorry

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 Nicholas James Gorry'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

February 7, 2025 - Present

EMINENCE WEALTH MANAGEMENT INC.

Office #1: 7680 Universal Blvd Suite 550, Orlando, FL 32819
RIA
CRD#: 319111
Orlando, FL
Past

October 21, 2019 - August 19, 2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
BRANFORD, CT

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
Florida
(2/7/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/19/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 10/21/2019
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam

Current Firm


EW
EMINENCE WEALTH MANAGEMENT INC.
EMINENCE WEALTH MANAGEMENT INC.

CRD#: 319111 / SEC#:

Florida
Registered Investment Advisory firm - (4/3/2023 Approved)
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Contact information


Main Address
7680 Universal Blvd Suite 550, Orlando, FL 32819
Mailing Address
Phone number
(800) 329-8475
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts128
AUM (Assets Under Management)$ 15,866,977

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


EMINENCE WEALTH MANAGEMENT INC.

CRD#: 319111Orlando, FL 32819

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