Nicholas
West
Dew Wealth Management
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About this Advisor
Nicholas West is a financial advisor based in Abingdon, Maryland, working with Dew Wealth Management. Nicholas has previously held positions at S&L Prime, Network Management Inc, Jacob William Advisory, Open Bible Christian Academy, and Dew Wealth Management. Nicholas has passed the Series 65 regulatory exam and is registered to provide services in Maryland and Texas. Currently, Nicholas is part of Dew Wealth Management, which operates out of Abingdon, Maryland. The firm has 9 offices and 31 employees. The firm manages assets totaling $293.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Dew Wealth Management includes asset-based, hourly, fixed, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Dew Wealth Management Brokerage Details
$293,870,662
31
511
$575,089
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Nicholas West Work History
Dew Wealth Management
Jacob William Advisory
Network Management Inc
S&L Prime
Open Bible Christian Academy
Disclosures
Please visit the SEC profile of Nicholas West 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 Dew Wealth Management
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