Nickolas
Magora

Signature Equity Partners, LLC

CRD#5594139
Investment Advisor
in Westerville, OH

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About this Advisor

Nickolas Magora is a financial advisor based in Westerville, Ohio, working with Signature Equity Partners, LLC. Nickolas has previously held positions at Firstmerit Bank, Na, Firstmerit Financial Services, Lpl Financial, LLC, The Huntington Investment Group, Cetera Investment Services LLC, Cetera Investment Advisers, First Merchants Bank, Na, United Planners' Financial Services Of America A Limited Partner, Tcp Asset Management, LLC, Nickolas Magora Independent Insurance, Nickolas Magora, Cambridge Investment Research, Inc, Osaic Wealth, Inc, and Signature Equity Partners, LLC. Nickolas has passed the Series 66 regulatory exam and is registered to provide services in Ohio and Texas. Currently, Nickolas is part of Signature Equity Partners, LLC, which operates out of Westerville, Ohio. The firm has 5 offices and 24 employees. The firm manages assets totaling $100.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Signature Equity Partners, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

670 Meridian Way
Westerville, OH 43082

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Signature Equity Partners, LLC Brokerage Details

Total Assets Under Management

$100,022,813

OH Average: $2,106,341,625
Total Number of Employees

24

OH Average: 34
Total Number of Accounts

759

OH Average: 1,972
Average Account Size

$131,782

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Nickolas Magora Work History

2023 - Present (2 years)

Osaic Wealth, Inc

2023 - Present (2 years)

Signature Equity Partners, LLC

2008 - Present (17 years)

Nickolas Magora Independent Insurance

2008 - Present (17 years)

Nickolas Magora

2020 - 2023 (3 years)

Cambridge Investment Research, Inc

2020 - 2023 (3 years)

Cambridge Investment Research, Inc

2019 - 2020 (1 year)

United Planners' Financial Services Of America A Limited Partner

2019 - 2020 (1 year)

Tcp Asset Management, LLC

2017 - 2017 (< 1 year)

The Huntington Investment Group

2017 - 2019 (2 years)

Cetera Investment Services LLC

2017 - 2019 (2 years)

Cetera Investment Advisers

2017 - 2019 (2 years)

First Merchants Bank, Na

2014 - 2017 (3 years)

Lpl Financial, LLC

2010 - 2017 (7 years)

Firstmerit Bank, Na

2010 - 2014 (4 years)

Firstmerit Financial Services

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Disclosures

Please visit the SEC profile of Nickolas Magora 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 Signature Equity Partners, LLC

Joshua Beitel
Traverse City, MI
Jon Stacy
Sylvania, OH
Brian Maher
Westerville, OH
James Tschantz
Massillon, OH
Joshua Strouse
Mount Vernon, OH
Nickolas Magora
Westerville, OH
Craig Leppien
Traverse City, MI
Charles Powell
Mount Vernon, OH

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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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.

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