Nicholas Edmund Roth
Investment adviser representative at Foster & Motley Inc
3 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.9BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
3 years in the industry.
- Foster & Motley, Inc.Dec 2017 to now
- Johnson Investment CounselAug 2017 to Dec 2017
- Tjx CompaniesJun 2017 to Jul 2017
- Cock & BullMay 2017 to Jun 2017
- Extended TravelJan 2017 to Apr 2017
- University of CincinnatiAug 2014 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (OH).
Foster & Motley Inc
Legal name: Foster & Motley, Inc.
$2.9BAssets managed
926Clients
29Advisers
29 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
- 6578088
- Firm CRD
- 106905