Nicolas Vollmer
Investment adviser representative at Morgan Stanley
14 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Nicolas Vollmer? 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 assetsFixed or flat feeCommissionsPerformance-basedOther
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
14 years in the industry.
- Morgan StanleyDec 2025 to now
- Charles Schwab Bank, SsbMar 2024 to Nov 2025
- Charles Schwab & Co., Inc.Jun 2023 to Nov 2025
- Lost City CoffeeJul 2022 to Sep 2022
- UcampappMay 2021 to Sep 2021
- Tanis CommunicationsMay 2020 to Aug 2020
- Full-time EducationAug 2019 to May 2023
- Skyhawks Sports CampJun 2019 to Aug 2019
- Full-time EducationAug 2012 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
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
- 7737213
- Firm CRD
- 149777