Nicholas
Schuessler
Sugarloaf Wealth Management, LLC
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About this Advisor
Nicholas Schuessler is a certified financial planner based in Duluth, Georgia with a total of 4 years of industry experience. Schuessler is on the advisory team at Sugarloaf Wealth Management, LLC. During their career, Schuessler has held roles at Triad Advisors, Deloitte, Sugarloaf Wealth Management and Full-Time Student. Schuessler maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Georgia. Sugarloaf Wealth Management, LLC is a financial advisory firm that has its headquarters in Duluth, GA. The company has a total of 14 financial advisors. It manages $511 million in assets between its 1,421 customer accounts, placing it among the larger firms in the country by assets under management. The firm serves four charities and foundations. Of its 1,421 customer accounts, 34% are held by high-net-worth clients who have more than $1 million in investable assets. Sugarloaf Wealth Management, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors largely vary depending on which service is offered. However, fee types billed by Sugarloaf Wealth Management, LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sugarloaf Wealth Management, LLC Brokerage Details
$510,924,669
14
1,421
$359,553
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Nicholas Schuessler Work History
Nicholas has been registered as a financial advisor for 4 years.*
Triad Advisors
Sugarloaf Wealth Management
Deloitte
Full-Time Student
*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 Nicholas Schuessler 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 Sugarloaf Wealth Management, LLC
Duluth, GA
Duluth, GA
Watkinsville, GA
Watkinsville, GA
Watkinsville, GA
Duluth, GA
Watkinsville, GA
Duluth, 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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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.
