Nicholas Norvell
Courier Capital · Rochester, New York
Nicholas Norvell is a fee-only financial advisor at Courier Capital in Rochester, New York, who holds the CFP credential. Courier Capital reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Courier Capital |
|---|---|
| Based in | Rochester, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $3.59B across 3,857 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 2577462 |
| Exams passed | Series 63 (1997) |
| Firm size | 26 employees |
| Disclosures | None reported |
| Website | www.couriercapital.com |
How Nicholas's firm compares
- Courier Capital's average account is about $930,000, from its Form ADV (assets managed divided by 3,857 accounts).
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Questions about Nicholas
Is Nicholas Norvell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and Courier Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nicholas charge for financial advice?
Nicholas's firm, Courier Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Nicholas Norvell based?
Nicholas Norvell is based in Rochester, New York.
What credentials does Nicholas Norvell hold?
Nicholas Norvell holds the CFP credential.
Is Nicholas Norvell registered with the SEC?
Yes. Nicholas Norvell is registered as an investment adviser representative in NY (CRD 2577462), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Courier Capital manage?
Courier Capital reports $3.59B across 3,857 accounts in assets under management.
How do I contact Nicholas Norvell?
Through Nicholas's website, www.couriercapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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