Nicholas
Baron
Brainvest Wealth Management LLC
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About this Advisor
Nicholas Baron is a financial advisor operating in Miami, Florida, with a total of 1 year of industry experience. Baron works at Brainvest Wealth Management LLC. Baron has gained experience at Philadelphia University, Peachtree And Ward Catering, State Chemical, Ing Financial Partners, Kforce, Jpmorgan Chase Bank Na, Jpmorgan Securities, LLC, Brainvest Wealth Management LLC and Brainvest Wealth Management, LLC. Baron has Series 65, Series 63 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida and Texas. Brainvest Wealth Management LLC is a financial advisory company based in Miami, FL. It controls $1 billion in assets among its 84 accounts, making it one of the bigger financial advisory firms in the nation by assets under management. Of its 84 accounts, 85% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Brainvest Wealth Management LLC offers a few services, such as portfolio management for individuals and small businesses and publication of newsletters. Fees for financial management largely depend on which services are provided. Fee types charged by Brainvest Wealth Management LLC can consist of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Brainvest Wealth Management LLC Brokerage Details
$1,097,425,707
5
84
$13,064,592
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Nicholas Baron Work History
Nicholas has been registered as a financial advisor for 1 years.*
Brainvest Wealth Management LLC
Brainvest Wealth Management, LLC
Jpmorgan Securities, LLC
Kforce
Jpmorgan Chase Bank Na
State Chemical
Ing Financial Partners
Peachtree And Ward Catering
Philadelphia University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nicholas Baron to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Brainvest Wealth Management LLC
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
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