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Nicole Marie Eirich

Investment Adviser Representative at Uhler Vertich White Advisors

Fort Myers, FLCRD #5084602Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
17 yrs
Exams Passed
4

Professional summary

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

Nicole Marie Eirich is an investment adviser representative with Uhler Vertich White Advisors in Fort Myers, FL, where they have been registered since 2026. They have worked in the securities industry since 2009 and have been registered with 5 firms, including Morgan Stanley and Landaas & Company. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Florida.

Office

1510 Royal Palm Square Boulevard, Suite 103
Fort Myers, FL 33919-1068

Advisors at this office: 7

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

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida
Broker:
1 state or territory

Florida

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

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 1/21/2015
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 12/1/2014
Series 24
General Securities Principal Examination
Passed 7/26/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Uhler Vertich White AdvisorsCurrent
5/29/2026 – Fort Myers, FL
Morgan Stanley
4/2/2026 – 4/15/2026Naples, FL
Landaas & Company
8/30/2023 – 2/11/2026Milwaukee, WI
Robert W. Baird & Co. Incorporated
11/4/2014 – 9/2/2023Milwaukee, WI
National Investment Services, Inc
12/3/2009 – 1/22/2015Milwaukee, WI

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. Raymond James Financial Services, Inc.
    May 2026 – no end date reportedFt. Myers, FL
  2. Uhler Vertich White Advisors
    May 2026 – no end date reportedFt. Myers, FL
  3. Robert W Baird & Co
    Sep 2014 – Aug 2023Milwaukee, WI
  4. Landaas & Company
    Aug 2023 – Feb 2026Milwaukee, WI
  5. Morgan Stanley
    Mar 2026 – Apr 2026Naples, FL

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Uhler Vertich White Advisors

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

Fee arrangements the firm reports

  • Percentage of assets under management
Firm account minimum
$25,000 (waivable)

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 BusinessesSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthCharitable Organizations

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
7
Offices listed on AdvisorFinder:
1
Main office:
Fort Myers, FL
SEC file number:
801-62896

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

Form ADV data as of April 1, 2026

View full firm profile

Other advisors at Uhler Vertich White Advisors

6 other advisors in the directory

View Uhler Vertich White Advisors firm profile

Similar advisors in Fort Myers, FL

Other advisors whose filed branch office is in the same city.

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. Nicole Marie Eirich 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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