Nicholas M. Duvall

PRESTIGE ADVISORS

Lakewood Ranch, FL 34202

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CRD#: 7592039

Professional summary

Nicholas Matthew Duvall is a registered financial advisor currently at PRESTIGE ADVISORS INC. located in Lakewood Ranch, Florida.

Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Nicholas has worked at 1 firm 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Matthew Duvall'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

October 7, 2024 - Present

PRESTIGE ADVISORS INC.

Office #1: 6311 Atrium Dr Suite 200, Lakewood Ranch, FL 34202

RIA

CRD#: 319102

Lakewood Ranch, FL

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
(10/7/2024)

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Exams

State Security Law Exam

IAR

Series 65

Date: 9/23/2024

Uniform Investment Adviser Law Examination

Current Firm

PRESTIGE ADVISORS INC.

CRD#: 319102 / SEC#:

Florida

Registered Investment Advisory firm - (8/23/2022 Approved)

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Contact information

Main Address

6311 Atrium Dr Suite 200, Lakewood Ranch, FL 34202

Mailing Address

Phone number

(941) 757-3702

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Nicholas M. Duvall

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Matthew Duvall's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRESTIGE ADVISORS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/23/2024

Current Firm

PRESTIGE ADVISORS INC.

Contact information

Documents

Red Flags

Company Information

PRESTIGE ADVISORS INC.

TRUST BUT VERIFY

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