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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
    • -Annuities
  • Pension Consulting
    • -401k
    • -Defined Benefit
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Funds

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Bank of America, N.A. 8 years, 3 months Jan 2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated 8 years, 6 months Oct 2011 - Present
Merrill Lynch, Pierce, Fenner & Smith Incorporatedbala Cynwyd, Pa 8 years, 6 months Oct 2011 - Present
Deloitte Consulting LLP 1 year, 3 months Jul 2010 - Oct 2011
United States Navy 2 years Jul 2008 - Jul 2010

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.
  • Chartered Retirement Planning Counselor
    Designation
    Chartered Retirement Planning Counselor
    The CRPC Program focuses on the pre- and post-retirement needs of individuals, allowing you to transform the retirement planning process into a positive experience.

Articles and Answers

Insights by Nicholas Rygiel

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Feb 8, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Feb 8, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Last updated on March 23, 2020
    • $962.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3M
      Accounts
    • $380.4K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements