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Nicholas Jon Tolerton

Peace Of Mind Wealth Management

Chapel Hill, NC

Raleigh, NC

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Current Employers
Peace Of Mind Wealth Management

4101 Lake Boone Trail Suite 111, Raleigh, NC 27607 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-07-09
  • NC RA
    APPROVED
    Since 2025-07-09

Branch Locations

1414 Raleigh Road, Chapel Hill, NC 27517 • United States

4101 Lake Boone Trail Suite 111, Raleigh, NC 27607 • 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
Axa Advisors, Llc New York NY 03/2020 06/2020
Full Time Student Garner NC 08/2019 03/2020
Raliegh Marketing Consultants Raleigh NC 11/2018 08/2019
Unemployed Garner NC 08/2018 11/2018
Wake County Public School System Raleigh NC 08/2016 08/2018
Equitable Advisors, Llc New York NY 03/2020 07/2025
Equitable Raleigh NC 10/2018 07/2021
Strategic Wealth Designers Raleigh NC 08/2021 07/2025
Strategic Wealth Investment Group, Llc Garner NC 08/2021 07/2025
Pom Investment Strategies, Llc Raleigh NC 07/2025 Present
  • 03/2020 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 08/2019 → 03/2020
    Full Time Student
    Garner, NC
  • 11/2018 → 08/2019
    Raliegh Marketing Consultants
    Raleigh, NC
  • 08/2018 → 11/2018
    Unemployed
    Garner, NC
  • 08/2016 → 08/2018
    Wake County Public School System
    Raleigh, NC
  • 03/2020 → 07/2025
    Equitable Advisors, Llc
    New York, NY
  • 10/2018 → 07/2021
    Equitable
    Raleigh, NC
  • 08/2021 → 07/2025
    Strategic Wealth Designers
    Raleigh, NC
  • 08/2021 → 07/2025
    Strategic Wealth Investment Group, Llc
    Garner, NC
  • 07/2025 → Present
    Pom Investment Strategies, Llc
    Raleigh, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-25
  • S66 Uniform Combined State Law Examination
    2020-02-25
Other Names
  • Nic Tolerton
  • Nicholas Tolerton

View on SEC IAPD

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TRUIST ADVISORY SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STIFEL, NICOLAUS & COMPANY, INCORPORATED
ROBERT W. BAIRD & CO. INCORPORATED
HIGHTOWER ADVISORS, LLC

Other Investors

DENNIS CLEVELAND GREENWAY
JOSEPH BERNARD FOX
CRAIG ALAN SULLIVAN
PAUL T BODE
MILTON S BROWN
TODD DAVID YOUNG
Matthew Kent Inman
Colin James Bates

Other Offices

FRANKLIN STREET ADVISORS INC. · CHAPEL HILL, NC
ABSHER WEALTH MANAGEMENT, LLC · CHAPEL HILL, NC
FRANKLIN STREET ADVISORS INC. · CHAPEL HILL, NC
RBC CAPITAL MARKETS, LLC · Chapel Hill, NC
TRUIST ADVISORY SERVICES, INC. · CHAPEL HILL, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CHAPEL HILL, NC
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CHAPEL HILL, NC
ROBERT W. BAIRD & CO. INCORPORATED · Chapel Hill, NC

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