Nicholas Lisle

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• 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

• 08/2014 → 12/2017
  Student
  Boone, NC
• 01/2015 → 12/2017
  Appalachian State University
  Boone, NC
• 01/2016 → 11/2017
  Appalachian State Parking And Traffic
  Boone, NC
• 05/2015 → 03/2019
  Sears Landing Grill And Boat Docks
  Surf City, NC
• 03/2019 → 11/2019
  Onslow County Environmental Health
  Jacksonville, NC
• 11/2019 → 11/2020
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 12/2019 → 09/2020
  Northwestern Mutual Investment Services Llc
  Wilmington, NC
• 09/2020 → 11/2020
  Northwestern Mutual Investment Services, Llc
  Gilbert, AZ
• 11/2020 → 06/2024
  Blakely Walters Wealth Management
  Scottsdale, AZ
• 03/2021 → 06/2024
  Next Financial Group, Inc.
  Houston, TX
• 01/2021 → 06/2024
  Next Financial Group, Inc.
  Houston, TX
• 11/2020 → 06/2024
  Blakely Walters Insurance, Llc
  Scottsdale, AZ
• 06/2025 → Present
  Morgan Stanley
  New York, NY
• 06/2024 → 06/2025
  Unemployed
  New York, NY

Previous Registrations

• 2023-06-12 → 2024-07-17
  Blakely Walters Wealth Management
  Scottsdale, AZ
• 2021-03-25 → 2024-07-15
  Next Financial Group, Inc.
  Scottsdale, AZ
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2021-03-23

Other Names

• Nick Lisle