Nicholas William Davidson
Investment adviser representative at Strategic Wealth Group
10 yearsExperience
2 statesRegistered in
$1.5BFirm assets
10 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Strategic Wealth GroupOct 2024 to now
- Strategic Wealth Group Registered Investment Advisors, LLCSep 2024 to now
- USA HockeyAug 2023 to now
- Dodge County Youth HockeySep 2022 to now
- Dodge County High SchoolJul 2022 to now
- Nicholas Davidson, Sole ProprietorSep 2016 to now
- Park Avenue SecuritiesSep 2016 to Sep 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Strategic Wealth Group
Legal name: Strategic Wealth Group Registered Investment Advisor, LLC
$1.5BAssets managed
3,557Clients
23Advisers
10 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
- 5905427
- Firm CRD
- 284430