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Nicholas Gerard Schmidt

&Partners

Nashville, TN

Nashville, TN

Basking Ridge, NJ

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Current Employers
&Partners

40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-06-07
TX RA APPROVED 2024-06-07
  • NJ RA
    APPROVED
    Since 2024-06-07
  • TX RA
    APPROVED
    Since 2024-06-07

Branch Locations

40 Burton Hills Blvd. Suite 350, Nashville, TN 37215 • UNITED STATES

40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States

106 Allen Rd Suite 206, Basking Ridge, NJ 07920 • 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
Wells Fargo Clearing Services, Llc New York NY 07/2019 11/2020
Wolfgang's Steakhouse Somerville NJ 02/2019 07/2019
Self Employed Basking Ridge NJ 10/2018 02/2019
Unemployed Basking Ridge NJ 08/2018 10/2018
Veritable L.P. Newtown Square PA 08/2017 07/2018
Villanova University Villanova PA 08/2013 05/2017
Wells Fargo Clearing Services, Llc. Bedminster NJ 05/2021 06/2024
Unemployed Hoboken NJ 11/2020 04/2021
&Partners, Llc Nashville TN 06/2024 Present
  • 07/2019 → 11/2020
    Wells Fargo Clearing Services, Llc
    New York, NY
  • 02/2019 → 07/2019
    Wolfgang's Steakhouse
    Somerville, NJ
  • 10/2018 → 02/2019
    Self Employed
    Basking Ridge, NJ
  • 08/2018 → 10/2018
    Unemployed
    Basking Ridge, NJ
  • 08/2017 → 07/2018
    Veritable L.P.
    Newtown Square, PA
  • 08/2013 → 05/2017
    Villanova University
    Villanova, PA
  • 05/2021 → 06/2024
    Wells Fargo Clearing Services, Llc.
    Bedminster, NJ
  • 11/2020 → 04/2021
    Unemployed
    Hoboken, NJ
  • 06/2024 → Present
    &Partners, Llc
    Nashville, TN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-01
  • S66 Uniform Combined State Law Examination
    2019-11-01
Other Names
  • Nicholas Schmidt
  • Nicholas Gerard Schmidt
  • Nicholas G Schmidt

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
OCEAN PARK ASSET MANAGEMENT, LLC
U.S. BANCORP ADVISORS, LLC
TRUIST ADVISORY SERVICES, INC.
HIGHTOWER ADVISORS, LLC
SANFORD C. BERNSTEIN & CO., LLC

Other Investors

JOHN STUART PIOVARCY
Robert Michael McMahan
Thaddeus B Corbin
HEATHER BARBOUR
CRYSTAL LYNN BEASTROM
JULIE G SANDBERG
JACKSON REESE MORAN
Hugh G Anderson

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHVILLE, TN
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
OSAIC WEALTH, INC. · NASHVILLE, TN
OCEAN PARK ASSET MANAGEMENT, LLC · Nashville, TN
U.S. BANCORP ADVISORS, LLC · Nashville, TN

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