Nicolas
Knapik
Avidian Wealth Solutions
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About this Advisor
Nicolas Knapik is a financial advisor based in Jenson Beach, Florida, working with Avidian Wealth Solutions. Nicolas has previously worked at Rj Capital, Mercer Global Advisors, Inc, and Avidian Wealth Solutions, LLC. Nicolas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Nicolas is part of Avidian Wealth Solutions, which has 4 offices and 51 employees. The firm manages $4.0 billion in assets and serves both charitable organizations and high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. Avidian Wealth Solutions offers asset-based, hourly, fixed, and other fee structures.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avidian Wealth Solutions Brokerage Details
$3,994,927,750
51
6,742
$592,543
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Nicolas Knapik Work History
Avidian Wealth Solutions, LLC
Mercer Global Advisors. Inc
Rj Capital
Disclosures
Please visit the SEC profile of Nicolas Knapik 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 Avidian Wealth Solutions
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
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