Nicole Marie Eirich
Investment adviser representative at Uhler Vertich White Advisors
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$513.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Uhler Vertich White AdvisorsMay 2026 to now
- Raymond James Financial Services, Inc.May 2026 to now
- Morgan StanleyMar 2026 to Apr 2026
- Landaas & CompanyAug 2023 to Feb 2026
- Robert W Baird & CoSep 2014 to Aug 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (FL).
Uhler Vertich White Advisors
Legal name: Uhler Vertich White Advisors, LLC
$513.7MAssets managed
424Clients
7Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5084602
- Firm CRD
- 130716