Nicholas Charles Newell
Investment adviser representative at Mcf Advisors, LLC
11 yearsExperience
1 stateRegistered in
$4.7BFirm assets
22 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.
- Mcf Advisors, LLCMar 2017 to now
- Fidelity Brokerage Services LLCApr 2015 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (KY).
Mcf Advisors, LLC
$4.7BAssets managed
3,539Clients
33Advisers
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
- 6482559
- Firm CRD
- 130372