Nicholas Roger Gleisner
Investment adviser representative at Calton & Associates, Inc.
13 yearsExperience
1 stateRegistered in
$1.6BFirm assets
17 yearsFirm in business
Are you Nicholas Roger Gleisner? 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 feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Calton & Associates, Inc.Jun 2023 to now
- Pricewaterhousecoopers LLPJul 2023 to Jul 2023
- Ohrlings Pricewaterhousecoopers AbMar 2022 to Jun 2023
- Pricewaterhousecoopers LLPFeb 2022 to Feb 2022
- Pricewaterhousecoopers Advisory N.V.Feb 2020 to Jan 2022
- Pricewaterhousecoopers LLPMay 2017 to Jan 2020
- Pricewaterhousecoopers LLPAug 2013 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Calton & Associates, Inc.
$1.6BAssets managed
5,283Clients
134Advisers
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
- 7768883
- Firm CRD
- 20999