Aaron Michael Nichols
Investment adviser representative at Atlas Fiduciary Services, Inc.
9 yearsExperience
1 stateRegistered in
$269.3MFirm assets
4 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
9 years in the industry.
- Atlas Fiduciary Services, Inc.Jun 2025 to now
- Causeway Securities LLCJan 2025 to Jun 2025
- UnemployedApr 2024 to Jan 2025
- First Trust Advisors LPAug 2016 to Mar 2024
- First Trust Portfolios L.P.Aug 2016 to Mar 2024
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (NH).
Atlas Fiduciary Services, Inc.
$269.3MAssets managed
132Clients
4Advisers
4 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
- 6674190
- Firm CRD
- 321271