Christopher Bruce Nicholson

Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• 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

• 11/2013 → 11/2016
  Global Financial Private Capital, Llc
  Sarasota, FL
• 04/2016 → 11/2016
  G.F. Investment Services, Llc
  Sarasota, FL
• 11/2016 → 04/2026
  Tiaa
  Bradenton, FL
• 11/2016 → 06/2021
  Tiaa-Cref Individual & Institutional Services, Llc
  Sarasota, FL
• 06/2025 → 04/2026
  Tiaa-Cref Individual & Institutional Services, Llc
  Bradenton, FL
• 04/2026 → Present
  Mariner
  Overland Park, KS

Previous Registrations

• 2025-07-29 → 2026-04-22
  Tiaa-Cref Individual & Institutional Services, Llc
  Bradenton, FL
  Tampa, FL
  Gainesville, FL
• 2016-11-21 → 2021-07-13
  Tiaa-Cref Individual & Institutional Services, Llc
  Sarasota, FL
  Bradenton, FL
  Atlanta, GA
• 2013-12-26 → 2016-11-15
  Global Financial Private Capital, Inc.
  Sarasota, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-08-29
• S65 Uniform Investment Adviser Law Examination
  2013-12-20

Designations

• Certified Financial Planner

Other Names

• Chris Nicholson
• Christopher Bruce Nicholson
• Christopher Nicholson