Nicholas Joseph Taber
Investment adviser representative at Vision Retirement
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$633.7MFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Vision RetirementJun 2024 to now
- LPL Financial, LLCMay 2024 to now
- John Hancock Distributors LLCAug 2018 to May 2024
- John HancockNov 2017 to May 2024
- UberSep 2017 to Nov 2017
- Bentley UniversitySep 2013 to May 2017
- Hole In One Inc.Jun 2012 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Vision Retirement
Legal name: Vision Retirement, LLC
$633.7MAssets managed
1,119Clients
7Advisers
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
- 7006691
- Firm CRD
- 173064