Nicholas
Bohnsack
Strategas Asset Management, LLC
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About this Advisor
Nicholas Bohnsack is a financial advisor operating out of New York, New York with a total of 1 year of relevant experience. Bohnsack works at Strategas Asset Management, LLC. Throughout their career, Bohnsack has worked at Strategas Securities, LLC Dba Strategas Research Partners, LLC and Strategas Asset Management, LLC. Bohnsack maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Pennsylvania. Strategas Asset Management, LLC is a financial advisory company that has its headquarters in New York, NY. The investment advisory business has a total of 24 financial advisors. It controls $598 million in assets under management between its 28 client accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its 28 accounts, 58% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Strategas Asset Management, LLC performs a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and other services. Fees for financial management typically vary depending on which services are provided. Fees charged by Strategas Asset Management, LLC likely consist of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Strategas Asset Management, LLC Brokerage Details
$597,952,916
24
28
$21,355,461
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other
Nicholas Bohnsack Work History
Nicholas has been registered as a financial advisor for 1 years.*
Strategas Asset Management, LLC
Strategas Securities, LLC Dba Strategas Research Partners, 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 Bohnsack 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 Strategas Asset Management, LLC
New York, NY
New York, NY
Washington, DC
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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