Nicholas Robert Lanier
Investment adviser representative at Shore Point Advisors, LLC
11 yearsExperience
1 stateRegistered in
$327.7MFirm assets
5 yearsFirm in business
Are you Nicholas Robert Lanier? Claim your profile
Contact this firm
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.
- Shore Point Advisors, LLCJun 2026 to now
- Bank of America, N.A.Dec 2023 to May 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2023 to May 2026
- Blackrock Investments LLCOct 2021 to Oct 2023
- BlackrockSep 2021 to Oct 2023
- Brown AdvisoryDec 2020 to Sep 2021
- Zynex MedicalJul 2020 to Dec 2020
- Morgan StanleyJun 2019 to Jul 2020
- Bae SystemsMay 2018 to Aug 2018
- North Wildwood Police DepartmentMay 2016 to Oct 2017
- Towson UniversityAug 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Shore Point Advisors, LLC
$327.7MAssets managed
668Clients
10Advisers
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
- 7097327
- Firm CRD
- 296848