Nicholas
Blasi
Captrust
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About this Advisor
Nicholas Blasi is a financial advisor based out of Kansas City, Missouri with a total of 1 year of relevant experience. Blasi is an advisor for Captrust. The advisor has gained experience at Frontline Development LLC, Frontier Wealth Management LLC and Capfinancial Partners, LLC (Captrust). Blasi maintains a Series 65 license, which qualifies them as an investment advisor representative, and can operate in Kansas and Missouri. Captrust is a firm that has its headquarters in Raleigh, NC. The investment advisory business has offices in 69 locations and a total of 1,338 employees. It manages $715 billion in assets between its 76,254 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides services to 136 charitable organizations. Of its 76,254 accounts, 33% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Captrust has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. Financial advisory fee schedules are based on the services provided. Fees billed by Captrust likely are comprised of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$714,587,898,072
1,338
76,254
$9,371,153
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Nicholas Blasi Work History
Nicholas has been registered as a financial advisor for 1 years.*
Capfinancial Partners, LLC (Captrust)
Frontline Development LLC
Frontier Wealth Management LLC
*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 Blasi 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 Captrust
Phoenix, AZ
Bethlehem, PA
Chesterton, IN
Raleigh, NC
Clarkston, MI
Brentwood, TN
Leesburg, VA
Wilmington, NC
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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