Stephen
Nicholas
Platform Technology Partners
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About this Advisor
Stephen Nicholas is a financial advisor based in Woodbury, New York, working with Platform Technology Partners. Stephen has previously held positions at Jpmorgan Chase Bank Na, Jpmorgan Securities LLC, Franklin & Marshall College, Scarsdale High School, Boston Scott LLC, Spire Securities, LLC, Northeast Private Wealth Management, and Ursula Capital. Stephen has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in New York. Currently, Stephen is part of Platform Technology Partners, which operates out of Woodbury, New York. The firm has 1 office and 12 employees. The firm manages assets totaling $936.7 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Platform Technology Partners includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Platform Technology Partners Brokerage Details
$936,699,274
12
1,724
$543,329
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Stephen Nicholas Work History
Spire Securities, LLC
Northeast Private Wealth Management
Ursula Capital
Jpmorgan Chase Bank Na
Jpmorgan Securities LLC
Boston Scott LLC
Franklin & Marshall College
Scarsdale High School
Disclosures
Please visit the SEC profile of Stephen 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 Platform Technology Partners
Woodbury, NY
New York, NY
New York, NY
Woodbury, NY
Woodbury, NY
Woodbury, NY
New York, NY
New York, NY
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