Nicholas Remington Birger
Investment adviser representative at Raymond James Financial Services Advisors, Inc
12 yearsExperience
2 statesRegistered in
CFADesignation
$390BFirm 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Raymond James Financial Services Advisors, Inc.Jul 2021 to now
- Imperium Capital, LLCJul 2021 to now
- Raymond James Financial Services, Inc.Jul 2021 to now
- Northwestern Mutual Wealth Management CompanyMar 2020 to Jul 2021
- Northwestern Mutual Investment Services LLCDec 2019 to Jul 2021
- Northwestern Mutual Life Insurance CompanyDec 2019 to Jul 2021
- Armed ForcesNov 2017 to Feb 2020
- Armed ForcesDec 2014 to Oct 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 7207429
- Firm CRD
- 149018