Nicholas
Finnigan
Delta Wealth Advisors, LLC
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About this Advisor
Nicholas Finnigan is a financial advisor based in Indianapolis, Indiana, working with Delta Wealth Advisors, LLC. Nicholas has previously held positions at Morgan Stanley, Scotia Institutional Asset Management, Extended Travel, Morgan Stanley, Private Bank N.A, Delta Wealth Advisory Solutions, LLC, and Delta Wealth Advisors. Nicholas has passed the Series 66 regulatory exam and is registered to provide services in Illinois and Texas. Currently, Nicholas is part of Delta Wealth Advisors, LLC, which operates out of Indianapolis, Indiana. The firm has one office and three employees. The firm manages assets totaling $102.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Delta Wealth Advisors, LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Delta Wealth Advisors, LLC Brokerage Details
$102,179,507
3
538
$189,925
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Nicholas Finnigan Work History
Delta Wealth Advisory Solutions, LLC
Delta Wealth Advisors
Morgan Stanley
Extended Travel
Morgan Stanley, Private Bank N.A
Scotia Institutional Asset Management
Disclosures
Please visit the SEC profile of Nicholas Finnigan 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 Delta Wealth Advisors, LLC
Indianapolis, IN
Indianapolis, IN
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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