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Nicholas Matthew Duvall

Prestige Advisors Inc.

Sarasota, FL

CRD 7592039

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Employer firm

Prestige Advisors Inc. CRD 319102

79 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • TAX PLANNING AND PREPARATION SERVICES

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

Current Employers
Prestige Advisors Inc.

6710 Professional Parkway West Suite 305, Sarasota, FL 34240 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-10-07
  • FL RA
    APPROVED
    Since 2024-10-07

Branch Locations

6710 Professional Parkway West Suite 305, Sarasota, FL 34240 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch Baltimore MD 06/2018 08/2018
Qdoba Baltimore MD 04/2018 08/2019
Jax Kar Wash Bradenton FL 05/2020 08/2020
Eskew Financial Group Sarasota FL 05/2021 08/2021
Merrill Lynch Sarasota FL 07/2022 08/2022
Student Eldersburg MD 08/2006 05/2023
Prestige Advisors Inc Lakewood Ranch FL 07/2023 Present
  • 06/2018 → 08/2018
    Merrill Lynch
    Baltimore, MD
  • 04/2018 → 08/2019
    Qdoba
    Baltimore, MD
  • 05/2020 → 08/2020
    Jax Kar Wash
    Bradenton, FL
  • 05/2021 → 08/2021
    Eskew Financial Group
    Sarasota, FL
  • 07/2022 → 08/2022
    Merrill Lynch
    Sarasota, FL
  • 08/2006 → 05/2023
    Student
    Eldersburg, MD
  • 07/2023 → Present
    Prestige Advisors Inc
    Lakewood Ranch, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-23
  • S65 Uniform Investment Adviser Law Examination
    2024-09-23

View on SEC IAPD

Nearby Firms

CPA INVESTMENT SOLUTIONS, INC.
EDWARD JONES
HENDRICKS WEALTH AND ESTATE MANAGEMENT

Nearby Investors

ANGELA ROBIN HILLIARD DYCHES
Kevin St John
Thomas Donald Anderson

Nearby Offices

CPA INVESTMENT SOLUTIONS, INC. · SARASOTA, FL
EDWARD JONES · Lakewood Ranch, FL
HENDRICKS WEALTH AND ESTATE MANAGEMENT · Lakewood Ranch, FL

More in Sarasota, FL

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