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Overview

Services

Advisor Services

  • Financial Planning

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Silvercrest Asset Management Group LLC 7 years, 4 months Oct 2008 - Present
Investors Capital Corporation 7 years, 8 months Apr 2001 - Dec 2008
Marathon Capital Group 8 years, 6 months Apr 2000 - Oct 2008
Are You
Nancy Ellen Higgins?
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Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Nancy Higgins

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    1
  • as of date
    May 22, 2013
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    1
  • as of date
    Sep 15, 2013
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Silvercrest Asset Management Group LLC

Last updated on June 19, 2015
    • $18.0B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 857
      Accounts
    • $21.1M
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
  • Performance-Based Fees
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