Marcus Bradley Nicholson

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 02/2018 → 08/2021
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 10/2017 → 01/2018
  Guaranteed Rate
  Chicago, IL
• 08/2016 → 10/2017
  Northern Trust
  Chicago, IL
• 05/2019 → 08/2021
  Charles Schwab Bank, Ssb
  Lone Tree, CO
• 08/2021 → 03/2022
  Fidelity Investments
  Boston, MA
• 04/2022 → 07/2022
  Fisher Investments
  Camas, WA
• 08/2022 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO

Previous Registrations

• 2022-04-18 → 2022-07-28
  Fisher Investments
  Plano, TX
  Watertown, MA
• 2021-10-06 → 2022-03-29
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2018-09-04 → 2021-08-31
  Charles Schwab & Co., Inc.
  Indianapolis, IN
  Lone Tree, CO

Exams

• S66 Uniform Combined State Law Examination
  2018-09-04

Designations

• Certified Financial Planner

Other Names

• Marcus B Nicholson
• Marcus Bradley Nicholson