AUMdb
NM

Nicole Mc Afee Phelan

CRD 7369342

Firms

FirmRoleAs of
Concierge Financial Advisor Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗