Nicholas
Christensen

Ralicki Wealth Management & Trust Services

CRD#7855420
Investment Advisor
in Stuart, FL

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About this Advisor

Nicholas Christensen is a financial advisor based in Stuart, Florida, working with Ralicki Wealth Management & Trust Services. Nicholas has previously held positions at Ralicki Wealth Management & Trust Services, Martin County Public Schools, Student, and Cracker Barrel. Nicholas has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Nicholas is part of Ralicki Wealth Management & Trust Services, which operates out of Stuart, Florida. The firm has 4 employees and manages assets totaling $107.6 million. The firm serves high-net-worth clients and offers services including financial planning services, pension consulting services, and selection of other advisers. The fee structure at Ralicki Wealth Management & Trust Services includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1235 Se Indian Street Suite 102
Stuart, FL 34997

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Ralicki Wealth Management & Trust Services Brokerage Details

Total Assets Under Management

$107,561,012

FL Average: $1,855,561,029
Total Number of Employees

4

FL Average: 62
Total Number of Accounts

258

FL Average: 2,474
Average Account Size

$416,903

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Pension consulting services
  • Selection of other advisers

Nicholas Christensen Work History

2016 - Present (8 years)

Ralicki Wealth Management & Trust Services

2016 - 2016 (< 1 year)

Martin County Public Schools

2016 - 2016 (< 1 year)

Cracker Barrel

2010 - 2016 (6 years)

Student

Disclosures

Please visit the SEC profile of Nicholas Christensen 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 Ralicki Wealth Management & Trust Services

David Ralicki
Stuart, FL
David Ralicki
Stuart, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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