NG
NG

Nicholas Merle Griebenow

12 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningSocially Responsible Investing
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
1,210 clients
Average Client Portfolio
$4.3M average
Assets Under Management
$5.2B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
Minimum Annual Fee:$750
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Location

1125 17th Street, Suite 2550, Denver, CO, 80202

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Nicholas is an employee of Shelton Capital Management. He also helps manage his parents' condo in Steamboat through Air BnB.

Employment History
Current Registrations
Shelton Capital Management
July 2018 - Present · 7 yrs 7 mos
Rfs PartnersBroker
July 2018 - Present · 7 yrs 7 mos
Previous Registrations
Charles Schwab & CO., INC.
June 2016 - June 2018 · 2 yrs
Charles Schwab & CO., INC.Broker
May 2013 - June 2018 · 5 yrs 1 mo
State Registrations2 states
CACO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Nicholas Merle Griebenow - Financial Advisor | TrueAdvisor