Nick Gleisner

Investment Advisor - Partner

Role
Independent Wealth Manager Financial Advisor at Calton & Associates, Inc.
Location
Scottsdale, AZ, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Independent Wealth Manager Financial Advisor

    Calton & Associates, Inc.

    Aug 2023 — Present · Phoenix, AZ, US

    Securities and investment advisory services offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser.

Education

  • University of St. Thomas

    Bachelor of Arts (B.A.), Accounting

    2008 — 2012

  • University of Virginia

    Semester At Sea

    2011 — 2011

  • University of St. Thomas - Opus College of Business

    Master of Science in Accountancy, Accounting

    2012 — 2013

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