Nicholas Michael Volence

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-07-14
FL	RA	APPROVED	2022-06-23

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Orlando	FL	08/2018	Present
Bank Of America, N.A.	Orlando	FL	08/2018	Present
Bank Of America	Winter Park	FL	12/2015	04/2018
Suntrust	Orlando	FL	04/2018	05/2018
Unemployed	Orlando	FL	05/2018	08/2018
Fresh Alternatives Llc	Winter Park	FL	08/2012	11/2016

08/2018 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Orlando, FL
08/2018 → Present

Bank Of America, N.A.

Orlando, FL
12/2015 → 04/2018

Bank Of America

Winter Park, FL
04/2018 → 05/2018

Suntrust

Orlando, FL
05/2018 → 08/2018

Unemployed

Orlando, FL
08/2012 → 11/2016

Fresh Alternatives Llc

Winter Park, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-06-08

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