Marc Edward Nicolay

Employer firm

Halcyon Wealth Management, LLC CRD 149076

$88.9M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

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