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Nicholas William Davidson

Investment Adviser Representative at Strategic Wealth Group

Rochester, MNCRD #5905427Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
15 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Nicholas William Davidson is an investment adviser representative with Strategic Wealth Group in Rochester, MN, where they have been registered since 2024. They have worked in the securities industry since 2011 and were previously registered with PARK Avenue Securities LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Minnesota and Texas.

Office

310 Broadway Ave S, Suite 100
Rochester, MN 55904

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Minnesota, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/21/2016
Series 63
Uniform Securities Agent State Law Examination
Passed 5/20/2011
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 5/11/2011

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Strategic Wealth GroupCurrent
10/28/2024 – Rochester, MN
PARK Avenue Securities LLC
10/20/2016 – 11/4/2024Rochester, MN

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. PARK Avenue Securities
    Oct 2016 – Sep 2024Rochester, MN
  2. Nicholas Davidson, SOLE Proprietor
    Sep 2016 – no end date reportedRochester, MN
  3. Strategic Wealth Group Registered Investment Advisors, LLC
    Sep 2024 – no end date reportedRochester, MN
  4. USA Hockey
    Aug 2023 – no end date reportedRochester, MN
  5. Dodge County Youth Hockey
    Sep 2022 – no end date reportedKasson, MN
  6. Dodge County HIGH School
    Jul 2022 – no end date reportedKasson, MN
  7. PARK Avenue Securities
    Sep 2016 – Sep 2024Rochester, MN

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Strategic Wealth Group

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension Consulting

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
23
Offices listed on AdvisorFinder:
8
Main office:
Eden Prairie, MN
SEC file number:
801-108208

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of June 11, 2026

View full firm profile

Other advisors at Strategic Wealth Group

Showing 12 of 23 in the directory

View Strategic Wealth Group firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nicholas William Davidson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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