Nickolaus
Von Dohlen
Crossgate Wealth Advisors, LLC
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About this Advisor
Nickolaus Von Dohlen is a certified financial planner who works out of Morrisville, Pennsylvania with a total of 5 years of industry experience. Von Dohlen is an advisor for Crossgate Wealth Advisors, LLC. During their career, the advisor has held roles at Crossgate Wealth Advisors, LLC, Tms International Corporation and All Star Staffing Group. Von Dohlen maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to work in Pennsylvania. Crossgate Wealth Advisors, LLC is a registered investment firm headquartered in Morrisville, PA. It oversees $186 million in assets under management across its 741 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 741 customer accounts, 31% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The company has a set of services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules usually are based on which services the firm provides the client. However, fee types billed by Crossgate Wealth Advisors, LLC may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Crossgate Wealth Advisors, LLC Brokerage Details
$186,058,849
6
741
$251,092
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Nickolaus Von Dohlen Work History
Nickolaus has been registered as a financial advisor for 5 years.*
Crossgate Wealth Advisors, LLC
Tms International Corporation
All Star Staffing Group
*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 Nickolaus Von Dohlen 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 Crossgate Wealth Advisors, LLC
Morrisville, PA
Morrisville, PA
Morrisville, PA
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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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.
