John Michael Nuckel
Advisor at John Nuckel LLC — Hermosa Beach, CA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
25 years
Location
Hermosa Beach, CA
John Nuckel LLC
Independent
Total advisors
1Clients per advisor
3 LowAvg AUM per client
$4,666,667 Very HighHNW client ratio
100% Very HighJohn Nuckel is the sole advisor at John Nuckel LLC in Hermosa Beach, CA, holding Series 63 and Series 65 credentials with 25 years of industry experience. Prior to founding his firm in 2020, he spent nine years at Coastal Investment Advisors and Coastal Equities, Inc. John Nuckel LLC provides discretionary portfolio management primarily to high-net-worth individuals, tailoring portfolios around insurance products, equities, and ETFs. The firm combines modern portfolio theory with charting, fundamental and technical analysis to implement long-term trading and model allocations based on documented risk tolerance.
1.00% annually
Account minimum: $100,000 (may be waived)
Hermosa Beach, CA
Hermosa Beach CA
Advisors at this office
1
California · New York
25 years of industry experience
John Nuckel LLC
2020 - Present • 6 years
New York, NY
Coastal Investment Advisors
2011 - 2020 • 9 years
Wilmington, DE
Coastal Equities, Inc.
2011 - 2020 • 9 years
Wilmington, DE
Investors Capital Corp.
2006 - 2010 • 4 years
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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