Michael Patrick Nixon

Employer firm

Drs Wealth Management CRD 306281

$88.5M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 12/2015 → 01/2020
  Paulson Investment Company, Llc
  New York, NY
• 01/2020 → Present
  Drs Wealth Management
  Southport, NC

Previous Registrations

• 2016-03-24 → 2020-01-15
  Paulson Investment Company Llc
  Leeburg, VA
  New York, NY
  Treasure Island, FL
  St. Petersburg, FL
• 2013-02-26 → 2015-12-08
  Newport Coast Securities, Inc.
  New York, NY
  Leeburg, VA
• 2012-04-24 → 2013-02-19
  Ariston Wealth Management, L.P.
  New York, NY
• 2011-10-10 → 2012-04-24
  Ariston Wealth Management, L.P.
  Leesburg, VA
  Leesburg, VA
• 2010-07-01 → 2011-10-10
  Anderson & Strudwick, Incorporated
  Leesburg, VA
  West Brookfield, MA
  Richmond, VA
• 2010-02-23 → 2010-12-31
  Jesup & Lamont Advisors
  Leesburg, VA
• 2009-05-11 → 2010-07-07
  Jesup & Lamont Securities Corp
  Longwood, FL
  Leesburg, VA
• 2004-05-24 → 2009-05-08
  Loudoun Capital Management
  Herndon, VA
  Leesburg, VA

Other Businesses

I hold North Carolina resident health and life insurance license. I spend approximately one hour per week on this endeavor. President of Legacy Capital Management, Inc. located in Virginia is an S-Corp formed for tax planning purposes. It is non-investment related activity and a nominal amount of time is devoted to it.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-02
• S63 Uniform Securities Agent State Law Examination
  1991-09-25