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
35 years
Location
Sea Girt, NJ
Merrill
Institution
Nicole Andres is a Private Wealth Manager at Merrill Private Wealth Management, where she leads a team dedicated to providing customized wealth strategies to clients. Her role involves designing bespoke portfolios that integrate clients' goals, risk tolerance, time horizon, and income needs into personalized strategies. She works closely with high-net-worth individuals and families to help them navigate complex financial decisions, addressing a wide range of needs including education planning, family wealth management, legacy planning, liquidity management, and tax minimization.
Before joining Merrill, Nicole served as a Director with Credit Suisse Private Bank for fifteen years and spent nine years in the Private Client Services division of Donaldson Lufkin & Jenrette prior to its acquisition. She began her financial services career in 1990 at First Manhattan Company in the Research Division. Nicole holds a bachelor's degree from Vassar College and has completed graduate coursework at Fordham University's Gabelli School of Business. She has earned recognition, including being named one of Barron's Top 100 Women Financial Advisors from 2007 to 2015.
Nicole is involved in community organizations such as the University of Dayton Parent Leadership Council. Outside of her professional work, she enjoys cooking, running, spending time with her family, and traveling.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Sea Girt, NJ
Sea Girt NJ
Advisors at this office
1
New Jersey · New York · Texas
35 years of industry experience
BANK of AMERICA, N.A.
2016 - Present • 10 years
New York, NY
Merrill
2015 - Present • 11 years
New York, NY
Credit Suisse Securities (USA) LLC
2003 - 2015 • 12 years
New York, NY
Pershing LLC
1997 - 2003 • 6 years
New York, NY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
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.
Is not active or affiliated with:
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.
Series 63, Series 65
Toms River, NJ
Asset Management Services Group, Inc.
Thomas Mcneill is a financial advisor with Asset Management Services Group, Inc. in Toms River, NJ, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Asset Management Services Group, Inc. since 1996 and has been self-employed since 1978. Asset Management Services Group, Inc. advises individual and business clients and manages risk-focused mutual fund and variable annuity portfolios used in various retirement and tax-advantaged accounts. The firm combines Modern Portfolio Theory with an active Price Trend Management process, providing daily oversight and market timing to manage downside risk, and serves employer-sponsored and pension-type plans alongside individual investors.
Series 66
Farmingdale, NJ
Coastal Financial Advisors, Inc.
Dennis O'Brien is a financial advisor at Coastal Financial Advisors, Inc. with 22 years of industry experience. He holds a Series 66 designation and has been involved in business consulting through Coastal Business Services, LLC, where he serves as president. Coastal Financial Advisors, Inc. is an independent, fee-only registered investment adviser serving individuals, corporations, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning and portfolio management with a goal-based, individualized investment approach, and also provides fiduciary services for ERISA retirement plans and nonprofit endowments.
Series 65, Series 66
Wall Township, NJ
Miller Wealth Management
James Miller Jr. is a financial advisor at Miller Wealth Management with Series 65 and Series 66 designations and one year of industry experience. His prior roles include positions at Sikich, LLP, Propeller Industries, LLC, Escalon Services, and ADP, Inc. Miller Wealth Management provides investment management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a fee-only fiduciary approach, using a combination of passive and active strategies tailored to each client, and offers both discretionary and non-discretionary arrangements.
CFP®, Series 63
Wall, NJ
Integrated Asset Management, Inc.
Howard Shemitz is a CFP®-designated financial advisor with 22 years of industry experience. He has been with Integrated Asset Management, Inc. since 1991. Integrated Asset Management, Inc. offers discretionary and non-discretionary investment advisory services and financial planning to individuals, high-net-worth clients, and pension plan sponsors. The firm provides portfolio management, retirement plan consulting, and participant education, using a range of investment strategies including equities, fixed income, mutual funds, ETFs, and specialized asset allocation models for plan participants.
CFP®
Lakewood, NJ
Choice Asset Management LLC
Mark Samel is a CFP® professional with 19 years of industry experience. He is the sole advisor at Choice Asset Management LLC, an independent registered investment adviser based in Lakewood, NJ. In addition to his advisory role, he has taught at Yeshivat Keter Torah since 2012. Choice Asset Management provides ongoing portfolio management and advisory services to individuals, high-net-worth clients, foundations, trusts, and corporate pension and profit-sharing plans. The firm emphasizes a systematic asset-allocation approach using primarily mutual funds and ETFs, tailoring portfolios to client objectives and risk parameters.
Series 65
Lakewood, NJ
Lakewealth Capital, LLC.
Chaim Gewirtz is a financial advisor at Lakewealth Capital, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Lakewealth Capital since 2018, as well as B & H Investing, LLC since 2010. Lakewealth Capital provides discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a model-driven, quantitative investment approach emphasizing factor-driven and special-situation stock selection combined with tactical asset allocation and adaptive hedging.
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