Matthew
Nickels
Royal Alliance Associates, Inc
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About this Advisor
Matthew Nickels is a certified financial planner operating in Grand Rapids, Michigan with a total of 5 years of relevant experience. Nickels works at Royal Alliance Associates, Inc. Nickels has gained experience at Pnc Investments, Pnc Bank, Barnes And Noble, Nickels, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Sii - John Hancock and Royal Alliance Associates, Inc. Nickels holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Michigan. Royal Alliance Associates, Inc is a registered investment firm that has its headquarters in Jersey City, NJ. It has offices in 1,009 locations and a total of 3,704 financial advisors. It manages $30 billion in assets among its 149,233 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 191 charities and foundations. Of its 149,233 customer accounts, just 11% are held by high-net-worth individuals who have at least $1 million in investable assets. The business offers a number 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 fees typically are based on the type of services provided. Fees billed by Royal Alliance Associates, Inc may 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
Matthew Nickels Work History
Matthew has been registered as a financial advisor for 5 years.*
Royal Alliance Associates, Inc
Nickels, LLC
Sii - John Hancock
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Pnc Investments
Pnc Bank
Pnc Bank
Barnes And Noble
*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 Matthew Nickels 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
