Nick Christopher Stockdale
Investment adviser representative at Linden Thomas Advisory Services, LLC
11 yearsExperience
1 stateRegistered in
$1.8BFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Linden Thomas Advisory Services, LLCJun 2025 to now
- Linden Thomas and Company Securities, LLCJun 2025 to now
- Forthright Capital Advisory LLCMar 2025 to Jun 2025
- Linden Thomas Advisory Services, LLCFeb 2022 to Mar 2025
- Linden Thomas and Company Securities, LLCFeb 2022 to Mar 2025
- Adhesion WealthAug 2021 to Feb 2022
- The Vanguard Group, IncFeb 2014 to Aug 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NC).
Linden Thomas Advisory Services, LLC
$1.8BAssets managed
1,366Clients
7Advisers
9 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
- 5733846
- Firm CRD
- 288557