Gary Thomas Nicoll

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2014 → 08/2018
  Bank Of America
  New York, NY
• 08/2018 → 07/2021
  The Ayco Company, L.P./Mercer Allied
  Latham, NY
• 07/2021 → 01/2025
  Bst Wealth Management, Llc
  Albany, NY
• 07/2021 → 01/2025
  Bst & Cop. Cpa'S, Llc
  Albany, NY
• 01/2025 → Present
  Commonwealth Financial Network
  Waltham, MA
• 01/2025 → Present
  Advanced Group Financial Services
  Troy, NY

Previous Registrations

• 2021-07-28 → 2025-02-03
  The Affinity Group, Llc
  Albany, NY
• 2021-07-20 → 2021-07-27
  Goldman Sachs Wealth Services, L.P.
  Cohoes, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-04-15
• S63 Uniform Securities Agent State Law Examination
  2017-12-20