Nicole M. Adler

Finance

Consumer Services

Profile

Prior to joining RegentAtlantic, Ms. Adler worked as a financial planner and analyst for Wachovia Wealth Management, focusing on estate planning for high net-worth individuals, families, and small business owners.
Prior to her position at Wachovia, she worked at a multi-family office in New York and for a small private wealth manager in New Jersey.
Ms. Adler obtained a JD from Rutgers School of Law in Newark and is a licensed attorney with the state of New Jersey.
She is also a CERTIFIED FINANCIAL PLANNER.
Ms. Adler received a BA from Bucknell University.

Former positions of Nicole M. Adler

Companies	Position	End
RegentAtlantic Capital LLC RegentAtlantic Capital LLC Investment ManagersFinance RegentAtlantic Capital LLC (RegentAtlantic) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded in 1997 when EB Advisory Corp. (formed in 1982) and Individual Asset Planning (formed in 1983) joined to form Bugen, Stuart, Korn, & Cordaro, Inc. They changed their name to RegentAtlantic Capital in 2001. In 2021, the firm became a majority-owned subsidiary of CI Private Wealth LLC, which is majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. RegentAtlantic offers global wealth management and asset management advisory services to individual and institutional clients.	Portfolio Manager-Fixed Income	2010-06-29

See the detail of Nicole M. Adler's experience

Training of Nicole M. Adler

Bucknell University

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies