Cynthia
Panian

Nicholas Wealth Management

CRD#5930131
Investment Advisor
in Marietta, GA

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About this Advisor

Cynthia Panian is a financial advisor based in Marietta, Georgia, working with Nicholas Wealth Management. Cynthia has previously held positions at Michelle Allen Agency, Nationwide Securities, LLC, Emcor Services Aircond, Nicholas Wealth Management, and Bluepath Capital, LLC. Cynthia has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia. Currently, Cynthia is part of Nicholas Wealth Management, which operates out of Marietta, Georgia. The firm has 14 employees and manages assets totaling $203.1 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Nicholas Wealth Management includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

218 Roswell St Ne Suite 200
Marietta, GA 30060

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Nicholas Wealth Management Brokerage Details

Total Assets Under Management

$203,057,268

GA Average: $3,570,121,308
Total Number of Employees

14

GA Average: 58
Total Number of Accounts

1,473

GA Average: 1,608
Average Account Size

$137,853

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Cynthia Panian Work History

2020 - Present (4 years)

Nicholas Wealth Management

2020 - Present (4 years)

Bluepath Capital, LLC

2013 - Present (11 years)

Nationwide Securities, LLC

2019 - 2020 (1 year)

Emcor Services Aircond

2013 - 2019 (6 years)

Michelle Allen Agency

Disclosures

Please visit the SEC profile of Cynthia Panian 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 Nicholas Wealth Management

Jared Chambers
Marietta, GA
Aaron Gaines
Marietta, GA
Cynthia Panian
Marietta, GA
Graham Reynolds
Marietta, GA
Stephen Jones
Marietta, GA
David Nicholas
Marietta, GA

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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