Erik
Niland

Royal Alliance Associates, Inc

CRD#2796476
Investment Advisor
in Boston, MA
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About this Advisor

Erik Niland is a certified financial planner who lives in Boston, Massachusetts. Currently a registered financial advisor with Royal Alliance Associates, Inc, they have accrued 12 years of professional experience as a financial advisor. Niland has Series 63 and Series 65 licenses, which designate them as both a securities agent and an investment advisor representative. Niland is able to work with clients in California. Throughout their career, they have worked at John Hancock Funds, LLC, John Hancock Advisors, Jhfn Sii and Royal Alliance Associates, Inc. Royal Alliance Associates, Inc is based out of Boston, Massachusetts, and has 459 offices in the country. As a firm, Royal Alliance Associates, Inc oversees $8 billion in assets across 30,657 client accounts and employs more than 1,933 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the nation. The firm manages 16,603 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 13% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Royal Alliance Associates, Inc can offer 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. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

12 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

200 Berkeley Street 3Rd Floor
Boston, MA 02117

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$12,621,142,596

MA Average: $10,121,009,343
Total Number of Employees

2,951

MA Average: 92
Total Number of Accounts

62,916

MA Average: 6,978
Average Account Size

$200,603

MA Average: $1,450,417

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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

Erik Niland Work History

Erik has 12 years of experience.

2018 - Present (1 year)

Royal Alliance Associates, Inc

2010 - Present (9 years)

Jhfn Sii

2006 - 2010 (4 years)

John Hancock Funds, LLC

2006 - 2010 (4 years)

John Hancock Advisors

Disclosures

Erik Niland has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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