Nicolas
Mulitz
Evergreen Money Advisors
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About this Advisor
Nicolas Mulitz is a financial advisor based in Miami, Florida, working with Evergreen Money Advisors. Nicolas has previously held positions at Morgan Stanley, Madison Alley Global Ventures, Northstar Investment Banking, Jrzy, Rollins College, Wheels Up Inc, Poly Prep Country Day School, and Evergreen Money Advisors. Nicolas has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Nicolas is part of Evergreen Money Advisors, which operates out of Miami, Florida. The firm has 1 office and 12 employees. The firm manages assets totaling $102.8 million. The services offered by the firm include portfolio management for individuals and small businesses, as well as other services. The fee structure at Evergreen Money Advisors includes asset-based fees.
Certifications and Registrations
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Fee Structure
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Evergreen Money Advisors Brokerage Details
$102,763,142
12
158
$650,400
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Other
Nicolas Mulitz Work History
Evergreen Money Advisors
Morgan Stanley
Madison Alley Global Ventures
Northstar Investment Banking
Jrzy
Rollins College
Wheels Up Inc
Rollins College
Poly Prep Country Day School
Disclosures
Please visit the SEC profile of Nicolas Mulitz 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 Evergreen Money Advisors
Miami, FL
Raleigh, NC
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