Nicole Marie Eirich

Employer firm

Uhler Vertich White Advisors CRD 130716

$514M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 05/2026 → Present
  Raymond James Financial Services, Inc.
  Ft. Myers, FL
• 05/2026 → Present
  Uhler Vertich White Advisors
  Ft. Myers, FL
• 09/2014 → 08/2023
  Robert W Baird & Co
  Milwaukee, WI
• 08/2023 → 02/2026
  Landaas & Company
  Milwaukee, WI
• 03/2026 → 04/2026
  Morgan Stanley
  Naples, FL

Previous Registrations

• 2026-04-02 → 2026-04-15
  Morgan Stanley
  Naples, FL
• 2023-08-30 → 2026-02-11
  Landaas & Company
  Milwaukee, WI
  Milwaukee, WI
• 2014-11-04 → 2023-09-02
  Robert W. Baird & Co. Incorporated
  Milwaukee, WI
• 2009-12-03 → 2015-01-22
  National Investment Services, Inc

Other Businesses

(1) Name of Business: Uhler Vertich White Advisors Address: 1510 Royal Palm Square Blvd Ste 103, Fort Myers, FL, 33919-1068, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: Yes Start Date: 05/2026 Hours per month devoted to this business: 160+ Hours per month devoted to this business during trading hours: 30 Description of duties: Support Staff (2.) Name of Business: Raymond James Financial Services, Inc. Address: 1510 Royal Palm Square Blvd Ste 103, Fort Myers, FL, 33919-1068 United States; Broker Dealer Firm; Job Title: Registered Representative; Investment Related: Yes Start Date: 05/2026 Hours per month devoted to this business: 160 Hours per month devoted to this business during trading hours: 30

Exams

• S66 Uniform Combined State Law Examination
  2015-01-21

Designations

• Certified Financial Planner

Other Names

• Nicole Marie Adams
• Nicole Marie Adams