Graham
Reynolds
Nicholas Wealth Management
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About this Advisor
Graham Reynolds is a financial advisor who works in Marietta, Georgia with 1 year of industry experience. Reynolds works at Nicholas Wealth Management. Over the course of their career, Reynolds has held roles at College Student, Georgia State University, Atlanta Falcons, Signaturefd and Bluepath Capital, LLC D/B/A Nicholas Wealth Management. Reynolds has a Series 65 license, certifying them as an investment advisor representative, and is able to operate in Georgia. Nicholas Wealth Management is an advisory company operating out of Marietta, GA. It handles $142 million in assets between its 1,222 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 1,222 client accounts, just 5% belong to high-net-worth investors who have more than $1 million in assets available to invest. Nicholas Wealth Management has a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, selection of other advisers and educational seminars. A financial advisor's fee schedules largely depend on the services provided. Fee types charged by Nicholas Wealth Management may include some combination of asset-based, hourly, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Nicholas Wealth Management Brokerage Details
$142,393,104
13
1,222
$116,525
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Selection of other advisers
- Educational seminars/workshops
Graham Reynolds Work History
Graham has been registered as a financial advisor for 1 years.*
Bluepath Capital, LLC D/B/A Nicholas Wealth Management
Signaturefd
Atlanta Falcons
Georgia State University
College Student
*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 Graham Reynolds to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Nicholas Wealth Management
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
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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