Nicholas
Harrel

Colliers Securities LLC

CRD#6970497
Investment Advisor
in Minneapolis, MN

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About this Advisor

Nicholas Harrel is a financial advisor working in Minneapolis, Minnesota with 2 years of industry experience. Harrel is an employee of Colliers Securities LLC. Their career trajectory has included roles at Pruco Securities, LLC, Ace Hardware, Summit Management, Dicks Sporting Goods, The Prudential Insurance Company Of America and Colliers Securities LLC. Harrel maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Minnesota. Colliers Securities LLC is a financial advisory business based in Minneapolis, MN. It has offices in eight locations and a total of 125 employees. It administers $229 million in assets across its 1,156 customer accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 1,156 client accounts, 16% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Colliers Securities LLC performs a set of services, including portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management largely vary depending on which services the firm provides the client. However, fee types charged by Colliers Securities LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

90 South Seventh Street, Suite 4300
Minneapolis, MN 55402

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Colliers Securities LLC Brokerage Details

Total Assets Under Management

$228,851,296

MN Average: $5,289,111,388
Total Number of Employees

125

MN Average: 157
Total Number of Accounts

1,156

MN Average: 8,262
Average Account Size

$197,968

MN Average: $640,173

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Nicholas Harrel Work History

Nicholas has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Colliers Securities LLC

2018 - 2021 (3 years)

Pruco Securities, LLC

2018 - 2021 (3 years)

The Prudential Insurance Company Of America

2015 - 2015 (< 1 year)

Summit Management

2015 - 2019 (4 years)

Dicks Sporting Goods

2014 - 2014 (< 1 year)

Ace Hardware

*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 Nicholas Harrel 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 Colliers Securities LLC

Thomas Hackl
Sioux Falls, SD
David Mullen
Minneapolis, MN
Jeffrey Seeman
Minneapolis, MN
Lucas Whelan
Minneapolis, MN
Kevin Reilly
Chicago, IL
Jodi Ahles
Detroit Lakes, MN
Barry Oxford
Darien, CT
Tobin Morris
Pierre, SD

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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