Nextier Distribution LLC
Firm details
- Headquarters
- Raleigh, North Carolina
- CRD number
- 137529
- Registered since
- April 5, 2006
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Andrew Chica
Chief Compliance OfficerCRD 3087253

Robert Baker
Chief Financial OfficerCRD 5503485
Contacts
3 of 7
Daniel Lortz
PartnerCRD 4151302

Benjamin Jones
Senior Managing DirectorCRD 4206990

Charles Thompson
Managing DirectorCRD 2547107
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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