Nicole Catherine Burgo

Employer firm

Nuveen Asset Management, LLC CRD 155584

$280B regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• 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

• 08/2023 → Present
  Nuveen Securities, Llc
  Charlotte, NC
• 01/2020 → 05/2023
  Clemson University
  Clemson, SC
• 08/2019 → 12/2019
  Rutgers University
  New Brunswick, NJ
• 08/2021 → 07/2023
  Sole Grill And Sushi Bar
  Seneca, SC
• 05/2021 → 08/2021
  One Willow
  Highlands, NJ
• 06/2022 → 08/2022
  Nimbl, Techedge Group
  Clemson, SC
• 05/2018 → 07/2020
  Seabright Beach Club
  Sea Bright, NJ
• 08/2015 → 06/2019
  Red Bank Catholic High School
  Red Bank, NJ
• 05/2019 → 03/2021
  Panatieri's Of Bedminster Llc
  Bedminster, NJ
• 09/2024 → Present
  Nuveen Asset Management Llc
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2025-01-03

Other Names

• Nicole C Burgo