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DONALD W. NICHOLSON & ASSOCIATES LTD

WILMINGTON, DE · CRD 107054 · IAPD ↗ · 302-529-1500

$171.2MRegulatory AUM
4Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
April 2024 — DONALD W. NICHOLSON & ASSOCIATES LTD grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.