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Nicholl Yvette Aldridge

Investment Adviser Representative at MISSIONSQUARE WEALTH MANAGEMENT

Glenn Heights, TXCRD #4062895Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
25 yrs
States Registered
23 states
Exams Passed
5

Professional summary

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

Nicholl Yvette Aldridge has worked in the securities industry since 2001. They are registered to provide investment advisory services in 23 U.S. states.

Registrations & licenses

Registration type
Dual-registered
Registered in 23 states
AlabamaConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaMaineMarylandMassachusettsMississippiNew HampshireNew JerseyNew YorkNorth CarolinaOhioPennsylvaniaRhode IslandSouth CarolinaTennesseeTexasVermontVirginiaWest Virginia
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/30/2016
Series 63
Uniform Securities Agent State Law Examination
Passed 5/9/2000
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 55
Limited Representative-Equity Trader Exam
Passed 3/29/2000
Series 7
General Securities Representative Examination
Passed 2/1/2000

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Missionsquare Wealth Management Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MISSIONSQUARE RETIREMENTCurrent
7/1/2016Glenn Heights, TX
MISSIONSQUARE WEALTH MANAGEMENTCurrent
7/15/2015Glenn Heights, TX
SUNSET FINANCIAL SERVICES, INC.
2/7/20086/8/2015Kansas City, MO
PFS INVESTMENTS INC.
5/2/20032/8/2008Duluth, GA
SPEAR, LEEDS & KELLOGG, L.P.
2/2/20001/29/2002New York, NY

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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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. Nicholl Yvette Aldridge 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.

Nicholl Yvette Aldridge - Financial Advisor in Glenn Heights, TX | AdvisorFinder