GR
Graham H. Reynolds
NICHOLAS WEALTH MANAGEMENT
Marietta, GA 30060
Some features on this profile are disabled
CRD#: 7605918
GR
Professional summary
Graham Harrison Reynolds, who also goes by Graham Harrison Reynolds, is a registered financial advisor currently at NICHOLAS WEALTH MANAGEMENT located in Marietta, Georgia.
Graham is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Graham has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Graham Harrison Reynolds
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.
Nicholas & Company; investment-related: Yes; the address of the other business: 218 Roswell St. SE Marietta, GA 30060; the nature of the other business: Insurance Sales; your position: Financial Advisor; title, or relationship with the other business: Financial Advisor; the start date of your relationship: 4/18/2022; the approximate number of hours/month you devote to the other business: 10 hours; the number of hours you devote to the other business during securities trading hours: 10 hours; and briefly describe your duties relating to the other business: I am a licensed insurance agent and advise clients on investments using insurance vehicles or products and others related to long-term care solutions as well.
CRS (Client Relationship Summary) - RIA
Click below to view Graham Harrison Reynolds'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®
NoneExperience
Current
August 24, 2022 - Present
NICHOLAS WEALTH MANAGEMENT
Office #1: 218 Roswell St Ne Suite 200, Marietta, GA 30060RIA
CRD#: 282635
Marietta, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NW
NICHOLAS WEALTH MANAGEMENT
BLUEPATH CAPITAL MANAGEMENT, LLC | NICHOLAS WEALTH, LLC | NICHOLAS WEALTH MANAGEMENT
CRD#: 282635 / SEC#: 801-122063
RIA
Registered Investment Advisory firm - (8/13/2021 Approved)Georgia
Registered Investment Advisory firm - (10/1/2021 Terminated)Texas
Registered Investment Advisory firm - (9/13/2021 Terminated)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
Georgia(8/24/2022)
Current Firm
NW
NICHOLAS WEALTH MANAGEMENT
BLUEPATH CAPITAL MANAGEMENT, LLC | NICHOLAS WEALTH, LLC | NICHOLAS WEALTH MANAGEMENT
CRD#: 282635 / SEC#: 801-122063
RIA
Registered Investment Advisory firm - (8/13/2021 Approved)Georgia
Registered Investment Advisory firm - (10/1/2021 Terminated)Texas
Registered Investment Advisory firm - (9/13/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
218 Roswell St Ne Suite 200, Marietta, GA 30060
Mailing Address
Phone number
(404) 890-5606
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 619 |
| AUM (Assets Under Management) | $ 413,710,307 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
