Kyle R Nicholls

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 04/2015 → 10/2018
  Infinex Investment Inc
  Burlington, VT
• 10/2018 → Present
  Northfield Savings Bank
  South Burlington, VT
• 10/2019 → 02/2022
  Cuso Financial Services, L.P.
  Burlington, VT

Previous Registrations

• 2019-04-10 → 2022-02-18
  Cuso Financial Services, L.P.
  Middlebury, VT
  Milton, VT
  South Burlington, VT
  Saint Albans, Vt, VT
  Vergennes, VT
  San Diego, CA
  Burlington, VT
  Essex Junction, VT
• 2015-08-18 → 2018-10-25
  Osaic Institutions, Inc.
  Williston, VT
  South Burlington, VT
  Meriden, CT

Exams

• S66 Uniform Combined State Law Examination
  2015-09-25

Other Names

• Kyle R Nichols
• Kyle R Nicholls
• Kyle Richard Nicholls