Nicholas C Seligman

Employer firm

Center Peak Financial CRD 335440

$65.5M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 12/2012 → 06/2025
  Edward Jones
  St Louis, MO
• 06/2025 → Present
  Center Peak Financial
  Durham, NC

Previous Registrations

• 2013-03-28 → 2025-06-23
  Edward Jones
  St Louis, MO
  Hillsborough, NC
  Durham, NC
  Durham, NC

Other Businesses

1. INSURANCE AGENT. NOT INVESTMENT RELATED. AGENT. LESS THAN 10% OF TIME SPENT DURING SECURITIES TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2013-03-25

Designations

• Certified Financial Planner

Other Names

• Nicholas Seligman