Nicolas Couch
Investment adviser representative at Apple Tree Asset Management, LLC
13 yearsExperience
1 stateRegistered in
$151.9MFirm assets
2 yearsFirm in business
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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 fee
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.
- Apple Tree Asset Management, LLCJul 2022 to now
- Allstate InsuranceJan 2022 to Jun 2022
- East End GrillAug 2021 to Dec 2022
- Bob EvansJul 2020 to Aug 2021
- StudentAug 2013 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (IN).
Apple Tree Asset Management, LLC
$151.9MAssets managed
780Clients
6Advisers
2 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
- 7797744
- Firm CRD
- 298437