Nicolas
Wolfson

Independent Financial Partners

CRD#6296599
Investment Advisor
in Tampa, FL

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About this Advisor

Nicolas Wolfson is a financial advisor based in Tampa, Florida, working with Independent Financial Partners. Nicolas has previously held positions at T. Rowe Price, Ameriprise Financial Services, LLC, Ifp Securities, LLC, Independent Financial Partners, E*Trade Capital Management LLC, and E*Trade Securities LLC. Nicolas has passed the Series 66 regulatory exam and is registered to provide services in Florida and Kansas. Currently, Nicolas is part of Independent Financial Partners, which operates out of Tampa, Florida. The firm has 155 offices and 267 employees. The firm manages assets totaling $9.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Independent Financial Partners includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

3030 North Rocky Point Drive West Suite 700
Tampa, FL 33607

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Independent Financial Partners Brokerage Details

Total Assets Under Management

$9,761,355,350

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

267

FL Average: 62
Total Number of Accounts

37,391

FL Average: 2,474
Average Account Size

$261,062

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Nicolas Wolfson Work History

2024 - Present (1 year)

Ifp Securities, LLC

2024 - Present (1 year)

Independent Financial Partners

2022 - 2022 (< 1 year)

Ameriprise Financial Services, LLC

2019 - 2020 (1 year)

E*Trade Capital Management LLC

2019 - 2020 (1 year)

E*Trade Securities LLC

2014 - 2019 (5 years)

T. Rowe Price

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Nicolas Wolfson 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 Independent Financial Partners

Kelly Ryland
Pensacola, FL
Jeremy Sickles
Jeffersonville, IN
Matthew Buckman
Ocala, FL
Chad Castrinos
Metairie, LA
Ben Duncanson
Meridian, ID
Jandin Miller
Manistee, MI
Calla Gorman
Schaumburg, IL
Stephen Angelis
Dublin, OH

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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