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Marc Edward Nicolay

Halcyon Wealth Management, LLC

Boulder, CO

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Current Employers
Halcyon Wealth Management, Llc

3450 Penrose Place Suite 150, Boulder, CO 80301 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-12-23
  • CO RA
    APPROVED
    Since 2025-12-23

Branch Locations

3450 Penrose Place Suite 150, Boulder, CO 80301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Halcyon Wealth Managment Boulder CO 11/2008 Present
Nicolay Norman & Associates Inc Boulder CO 04/2014 Present
  • 11/2008 → Present
    Halcyon Wealth Managment
    Boulder, CO
  • 04/2014 → Present
    Nicolay Norman & Associates Inc
    Boulder, CO
Previous Registrations
  • 1999-01-01 → 2009-05-12
    Agile Advisors Inc.
    Boulder, CO
  • 2000-08-03 → 2009-05-12
    Agile Group
    Boulder, CO
Other Businesses

NICOLAY, NORMAN & ASSOCIATES, INC. NON-INVESTMENT RELATED 5990 KIPLING PARKWAY, #200 CERTIFIED PUBLIC ACCOUNTING FIRM PRESIDENT 04/01/2014 FULL-TIME, INCLUDING DURING TRADING HOURS I PROVIDE ATTEST AND NON-ATTEST SERVICES AS A CO LICENSED CPA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-03-12
  • S66 Uniform Combined State Law Examination
    2001-03-12

View on SEC IAPD

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