Nextier Distribution LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Raleigh, North Carolina
CRD number
137529
Registered since
April 5, 2006

Firm profile

FINTRX

Overview

Nextier Distribution LLC is organized as a limited liability company and is registered with the SEC since 2006. The firm is classified as a fund distributor rather than a traditional investment manager or capital allocator; FINTRX indicates it does not act as a capital allocator and is not registered or listed as a multi-state investment adviser. Ownership is recorded as a combination of a domestic entity and an individual. The profile shows the firm is not identified as an active ESG investor, is not a pension consultant, and has no related adviser relationships reported. FINTRX does not list advisory activities, business lines, or fee structures for Nextier Distribution, which aligns with its classification focused on distribution rather than portfolio management or client advisory services.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Andrew Chica

    Andrew Chica

    Chief Compliance OfficerCRD 3087253

  • Robert Baker

    Robert Baker

    Chief Financial OfficerCRD 5503485

Contacts

3 of 7
  • Daniel Lortz

    Daniel Lortz

    PartnerCRD 4151302

  • Benjamin Jones

    Benjamin Jones

    Senior Managing DirectorCRD 4206990

  • Charles Thompson

    Charles Thompson

    Managing DirectorCRD 2547107

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Raleigh, NC

Wake

Location

Raleigh, NC

Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
Wake
Address
5 W Hargett St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth