NA
Nicholas B. Avery
GOLDMAN SACHS CUSTODY SOLUTIONS
SALT LAKE CITY, UT 84101
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CRD#: 7621695
NA
Nicholas Boyd AveryGOLDMAN SACHS CUSTODY SOLUTIONS
Professional summary
Nicholas Boyd Avery, who also goes by Nicholas Boyd Avery, Nicholas Avery, Nick Boyd Avery, is a registered financial professional currently at GOLDMAN SACHS CUSTODY SOLUTIONS located in Salt Lake City, Utah.
Nicholas is registered as a RR (Registered Representative) and started their career in finance in 2023. Nicholas has worked at 3 firms and has passed the Series 63, Series 7TO and SIE exams.
Aliases
Nicholas Boyd Avery | Nicholas Avery | Nick Boyd Avery
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.
CRS (Client Relationship Summary) - BD
Click below to view Nicholas Boyd Avery'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 31, 2026 - Present
GOLDMAN SACHS CUSTODY SOLUTIONS
Office #1: 222 South Main Street, Salt Lake City, UT 84101BD
CRD#: 48015
SALT LAKE CITY, UT
Past
November 25, 2024 - August 12, 2025
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
SALT LAKE CITY, UT
Past
January 27, 2023 - October 28, 2024
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SALT LAKE CITY, UT
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(8/31/2026)
RR
Alaska(8/31/2026)
RR
Arizona(8/31/2026)
RR
Arkansas(8/31/2026)
RR
California(8/31/2026)
RR
Colorado(8/31/2026)
RR
Connecticut(8/31/2026)
RR
Delaware(8/31/2026)
RR
District of Columbia(8/31/2026)
RR
Florida(8/31/2026)
RR
Georgia(8/31/2026)
RR
Hawaii(8/31/2026)
RR
Idaho(8/31/2026)
RR
Illinois(8/31/2026)
RR
Indiana(8/31/2026)
RR
Iowa(8/31/2026)
RR
Kansas(8/31/2026)
RR
Kentucky(8/31/2026)
RR
Louisiana(8/31/2026)
RR
Maine(8/31/2026)
RR
Maryland(8/31/2026)
RR
Massachusetts(8/31/2026)
RR
Michigan(8/31/2026)
RR
Minnesota(8/31/2026)
RR
Mississippi(8/31/2026)
RR
Missouri(8/31/2026)
RR
Montana(8/31/2026)
RR
Nebraska(8/31/2026)
RR
Nevada(8/31/2026)
RR
New Hampshire(8/31/2026)
RR
New Jersey(8/31/2026)
RR
New Mexico(8/31/2026)
RR
New York(8/31/2026)
RR
North Carolina(8/31/2026)
RR
North Dakota(8/31/2026)
RR
Ohio(9/1/2026)
RR
Oklahoma(8/31/2026)
RR
Oregon(8/31/2026)
RR
Pennsylvania(8/31/2026)
RR
Puerto Rico(8/31/2026)
RR
Rhode Island(8/31/2026)
RR
South Carolina(8/31/2026)
RR
South Dakota(8/31/2026)
RR
Tennessee(8/31/2026)
RR
Texas(8/31/2026)
RR
Utah(8/31/2026)
RR
Vermont(8/31/2026)
RR
Virgin Islands(8/31/2026)
RR
Virginia(8/31/2026)
RR
Washington(8/31/2026)
RR
West Virginia(8/31/2026)
RR
Wisconsin(8/31/2026)
RR
Wyoming(8/31/2026)
Exams
What does exam status mean?
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Passed: 1/27/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market
Current Firm
GS
GOLDMAN SACHS CUSTODY SOLUTIONS
DIRECTINDEXER | VIA FOLIO | GOLDMAN SACHS CUSTODY SOLUTIONS | FOLIO[FN] INVESTMENTS, INC. | FOLIOTRADE BROKERAGE LLC | FOLIOFN INVESTMENTS, INC. | FOLIOFIRST | FOLIO RESEARCH, LLC | FOLIO RESEARCH | FOLIO INVESTMENTS, INC. | FOLIO INVESTING | FOLIO INSTITUTIONAL | FOLIO CLIENT
CRD#: 48015 / SEC#: , 8-52009
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information
Main Address
8180 Greensboro Dr 8th Floor, Mclean, VA 22102
Mailing Address
8180 Greensboro Dr 8th Floor, Mclean, VA 22102
Phone number
(703) 245-4000
Established
Virginia since 01/10/2000
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FOLIO FINANCIAL, INC. (D/B/A GOLDMAN SACHS CS HOLDINGS) | 100 % SHAREHOLDER | |
| AKINOLA, TEMIDAYO | DIRECTOR | 7022068 |
| ARNOLD, EDWARD RAYMOND | CHIEF COMPLIANCE OFFICER | 1876464 |
| DALTON, WILLIAM | DIRECTOR | 5561615 |
| EISENSTEIN, JEREMY S | CHIEF EXECUTIVE OFFICER & PRESIDENT | 4972748 |
| FYFFE, JAMES COMPEAU | CHIEF FINANCIAL OFFICER, FINOP & PFO | 2619159 |
| KHANNA, SAATWIK | DIRECTOR | 4885372 |
| PRITCHARD, MICHAEL | ASSISTANT GENERAL COUNSEL, SECRETARY | 7354441 |
| ROMO, SARAH | DIRECTOR | 6678077 |
| SHRESTHA, PANKAUZ N | ASSISTANT GENERAL COUNSEL | 4960883 |
| TRILLO, CYNTHIA | COO, POO & DIRECTOR | 5577678 |
Disclosures
| Regulatory Event | 7 |
| Arbitration | 1 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
GOLDMAN SACHS CUSTODY SOLUTIONS
CRD#: 48015Salt Lake City, UT 84101TRUST BUT VERIFY
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