Nicholas Ward Mcelroy
Investment adviser representative at Pgi Wealth Management
13 yearsExperience
5 statesRegistered in
$930.6MFirm assets
5 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 assetsFixed 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
13 years in the industry.
- Pgi Wealth ManagementAug 2018 to now
- Philip James Wealth Management, LLCAug 2018 to now
- Principal Life Ins CoDec 2013 to now
- Princor Financial Services CorpDec 2013 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 5 states (CT, FL, GA, MN, TX).
Pgi Wealth Management
Legal name: Philip James Wealth Management, LLC
$930.6MAssets managed
497Clients
7Advisers
5 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
- 6206273
- Firm CRD
- 297517