Nicholas
Green
Royal Alliance Associates, Inc
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About this Advisor
Nicholas Green is a financial advisor operating out of Valencia, California who has 2 years of relevant experience. Green currently works for Royal Alliance Associates, Inc. Throughout their career, Green has worked at Sii, Michael L. Green Tax & Financial and Royal Alliance Associates, Inc. Green holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in California. Royal Alliance Associates, Inc is a financial advisory business that has its headquarters in Jersey City, NJ. The firm has offices in 1,009 locations and a total of 3,704 advisors. It administers $30 billion in assets across its 149,233 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 191 charities and foundations. Of its 149,233 client accounts, just 11% belong to high-net-worth investors who have more than $1 million in investable assets. Royal Alliance Associates, Inc has a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules usually vary depending on the financial services offered. However, fee types charged by Royal Alliance Associates, Inc most likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Royal Alliance Associates, Inc Brokerage Details
$29,536,149,674
3,704
149,233
$197,920
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Nicholas Green Work History
Nicholas has been registered as a financial advisor for 2 years.*
Royal Alliance Associates, Inc
Michael L. Green Tax & Financial
Sii
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nicholas Green to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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