Nicholas
Burns

Royal Alliance Associates, Inc

CRD#6478995
Investment Advisor
in Greenville, OH

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About this Advisor

Nicholas Burns is an advisor who is based out of Greenville, Ohio. Currently a registered investment advisor at Royal Alliance Associates, Inc, they have gathered 10 years of experience as a registered advisor. Burns has a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Burns is registered to work with clients in Indiana and Ohio. During their career, Burns has held roles at Sii, Financial Achievement Services, Inc, Delta Career Education Corp/Miami-Jacobs Career College and Royal Alliance Associates, Inc. Royal Alliance Associates, Inc is located in Greenville, Ohio, and has 952 additional brick-and-mortar locations across the nation. As a firm, Royal Alliance Associates, Inc manages $17 billion in assets throughout 75,586 accounts and employs more than 2,965 people. The firm's total assets under management places it among the biggest investment advisory firms in the United States. The firm manages 62,530 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 17% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. 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 66

Years of Experience

10 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

5116 Children'S Home-Bradford Road
Greenville, OH 45331

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$16,700,637,764

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

2,965

OH Average: 92
Total Number of Accounts

75,586

OH Average: 6,978
Average Account Size

$220,949

OH 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

Nicholas Burns Work History

Nicholas has 10 years of experience.

2018 - Present (4 years)

Royal Alliance Associates, Inc

2015 - Present (7 years)

Financial Achievement Services, Inc

2017 - 2018 (1 year)

Sii

2010 - 2015 (5 years)

Delta Career Education Corp/Miami-Jacobs Career College

Disclosures

Nicholas Burns has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Royal Alliance Associates, Inc

Matthew Reichel
Wauchula, FL
Chad Fratto
Jersey City, NJ
Christina Mick
Southfield, MI
Matthew Mcafee
Starkville, MS
Brian Quinn
Needham Heights, MA
Adora Chan
Westlake Village, CA
Christopher Sabatini
Southfield, MI
Louis Perraut
Southfield, MI

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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