David
Nicholas
Nicholas Wealth Management
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About this Advisor
David Nicholas is a financial advisor working out of Marietta, Georgia with a total of 7 years of industry experience. Nicholas is an employee of Nicholas Wealth Management. During their career, Nicholas has held roles at Bluepath Capital, LLC, Annuityusa, 1St Global Capital Financial Services, World Equity Group, Inc, Nicholas Wealth Management, Taylor Capital Management, Inc and Triumph Wealth Advisors, Inc. Nicholas holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Georgia and Texas. Nicholas Wealth Management is a firm based in Marietta, GA. It administers $142 million in total assets across its 1,222 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 1,222 accounts, just 5% are held by high-net-worth investors who have at least $1 million in assets available to invest. The company performs a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, selection of other advisers and educational seminars. Fees charged by financial advisors are based on the type of financial services offered. However, fee types charged by Nicholas Wealth Management likely consist of asset-based, hourly, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Nicholas Wealth Management Brokerage Details
$142,393,104
13
1,222
$116,525
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Selection of other advisers
- Educational seminars/workshops
David Nicholas Work History
David has been registered as a financial advisor for 7 years.*
World Equity Group, Inc
Bluepath Capital, LLC
Annuityusa
Nicholas Wealth Management
1St Global Capital Financial Services
Taylor Capital Management, Inc
Triumph Wealth Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Nicholas 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
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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