Best Investors
Account
Sign in
Best Investors
Account
Sign in
Nicholson Wealth Management Group CRD 327001
$322M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
8 N. Adgers Wharf, Charleston, SC 29401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Mt Pleasant | SC | 04/2017 | 06/2024 |
| Charles Schwab Bank | Mt Pleasant | SC | 04/2017 | 06/2024 |
| Select Health Of South Carolina | North Charleston | SC | 07/2016 | 04/2017 |
| Nicholson Wealth Management Group | Charleston | SC | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-10 |
Reach out to this advisor