Nicole
Breitenstein
Emerge Capital Management
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About this Advisor
Nicole Breitenstein is a financial advisor operating in Wilder, Kentucky with a total of 1 year of relevant experience. Breitenstein is an employee of Emerge Capital Management. Their career trajectory has included roles at Ohio National Financial Services, Ohio National Equities Inc, The O.N. Equity Sales Company, Emerge Capital Management, Inc and Alps Distributors, Inc. Breitenstein holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Kentucky. Emerge Capital Management is a company that has its headquarters in Buffalo, NY. It administers $368 million in assets under management among its 3,305 client accounts, placing it among the larger investment advisory firms in the country by assets under management. Of its 3,305 accounts, 96% belong to high-net-worth individuals who have at least $1 million in assets. The company offers a number of services, such as portfolio management for investment companies, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors depend on which services the firm provides the client. However, fees charged by Emerge Capital Management can be comprised of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Emerge Capital Management Brokerage Details
$368,045,688
8
3,305
$111,360
Investment Advisory Services
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Nicole Breitenstein Work History
Nicole has been registered as a financial advisor for 1 years.*
Alps Distributors, Inc
Emerge Capital Management, Inc
The O.N. Equity Sales Company
Ohio National Equities Inc
Ohio National Financial Services
*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 Nicole Breitenstein 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 Emerge Capital Management
Centennial, CO
Buffalo, NY
Buffalo, NY
Buffalo, NY
Chicago, IL
Wilder, KY
Buffalo, NY
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