Nifty Advisor Support Information
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Nifty Advisor Support
Summary
Nifty Advisor Support empowers Registered Investment Advisors (RIAs) by transforming ideas into action through strategic support in digital marketing, client servicing, and financial planning solution...Show more
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Specialties
Graphic Design, Virtual Assistant, Project Management, Financial Planning, Digital Marketing, Operations, Social Media Management, Training
Founded
2018
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Current employees switched from
Length of Employment
Employee tenure at Nifty Advisor Support shows a diverse range of experience levels:
13% have been with the company for less than 1 year25% for 1–2 years25% for 3–4 years38% for 5–7 yearsEx-employees positions
In Company
In New Company
Contact top employees from
Nifty Advisor Support
Tae Kneidinger
Planning Team Lead
Melinda Bradley
Implementation Specialist
Isabelle Scrantom
Advisor Advocate
Lesley Sun
Operations Manager
Kelsey Van Wagoner
Advisor Advocate
Benjamin Pieroni
Advisor Strategist
Stuart McLemore
Paraplanner
Nita Mukherjee
Implementation Specialist
Sheryl Smith
Implementation Specialist
Jennifer Cook
Implementation Specialist
Karl Burrell
Advisor Advocate
Lisa Hughes
Advisor Advocate
Jenna OBrien
Implementation Specialist
Kaylie Baird
Advisor Advocate and Paraplanner
Maddie Ewell
Advisor Advocate
Michelle Wong
Founder, Chief Executive Officer
Janelle Manalili
Operations Manager
Camila Shimizu
Advisor Advocate
Amanda Yeager
Client Service Specialist
Michael Feeney
Implementation Specialist
Veronica Curran
Implementation Specialist
