Nifty Advisor Support Employee Directory

Q: What is Nifty Advisor Support known for?

Nifty Advisor Support was founded in 2018. Nifty Advisor Support operates in the Financial Services industry.

Q: How many employees does Nifty Advisor Support have currently?

Nifty Advisor Support has approximately 16 employees.

Financial ServicesMaryland, United States11-50 Employees

Nifty Advisor Support empowers Registered Investment Advisors (RIAs) by transforming ideas into action through strategic support in digital marketing, client servicing, and financial planning solutions.

Our adaptable services, available in ongoing and project-based models, bring your vision to life across all facets of your business, driving seamless implementation and operational efficiency. Whether for long-term goals or short-term projects, Nifty delivers the expertise to help your business scale effectively, reducing complexity and streamlining the path to impact.

Find Nifty Advisor Support employees' phone numbers or email addresses

Nifty Advisor Support Global Highlights

North America
22

United States Of America
21
Canada
1

Asia
3

India
3

Nifty Advisor Support's Leadership

M. J. W.
Founder, Chief Executive Officer
Mobile Phone
Email
L. S.
Operations Manager
Mobile Phone
Email
T. K.
Planning Team Lead
Mobile Phone
Email
A. Y.
Client Service Specialist
Mobile Phone
Email
S. M.
Paraplanner
Mobile Phone
Email
J. O.
Advisor Advocate
Mobile Phone
Email
M. B.
Implementation Specialist
Mobile Phone
Email
K. B.
Advisor Advocate And Paraplanner
Mobile Phone
Email

Nifty Advisor Support Employee Metrics

100%

50%

2026

2025

Banking
Business
Program & Project Management
Accounting
Administrative
Other

Contact profiles from Nifty Advisor Support

Name

Title

Contact Info

Location

Last Update

A. B.
Client Service Specialist
Mobile Phone
Email
Oct 18, 2024
I. S.
Advisor Advocate
Mobile Phone
Email
Oct 23, 2024
J. C.
Implementation Specialist
Mobile Phone
Email
United StatesOklahoma
Apr 11, 2025
S. S.
Implementation Specialist
Mobile Phone
Email
United StatesPennsylvania
Mar 12, 2026
S. B.
Advisor Advocate/Paraplanner
Mobile Phone
Email
Jan 23, 2025

Frequently Asked Questions

What is Nifty Advisor Support known for?

Nifty Advisor Support was founded in 2018 operates in the Financial Services industry. The company's main headquarters is located in Silver Spring, Maryland United States. Explore Nifty Advisor Support's company overview page for more information.

What is Nifty Advisor Support's most common email format?

Nifty Advisor Support employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Nifty Advisor Support email formats with LeadIQ.

How many employees does Nifty Advisor Support have currently?

Nifty Advisor Support has approximately 16 employees as of March 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Nifty Advisor Support's key employees and leadership?

As of March 2026, Nifty Advisor Support's key employees include:

Founder, Chief Executive Officer: M. J. W.
Operations Manager: L. S.
Planning Team Lead: T. K.
Client Service Specialist: A. Y.
Paraplanner: S. M.

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