Graham Niles
Financial advisor at Niles Asset Management
At a glance
Services through Niles Asset Management
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Feb 2025 – nowNiles Asset Management, Inc.Current firm
Questions to ask Graham
Tailored to Graham’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
About Graham
How do I contact Graham?
Call Niles Asset Management at 518-529-7832 and ask for Graham Niles. Graham works from the Brushton, NY office.
How long has Graham been a financial advisor?
Graham has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Graham hold?
Series 65. Tap any license on this page to see what it allows.
Is Graham a fiduciary?
Graham is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Graham paid?
Niles Asset Management reports being paid by a percentage of the assets they manage, other fees. Ask Graham for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.