Nicholas
Sposa
Kingsview Wealth Management, LLC
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About this Advisor
Nicholas Sposa is a financial advisor who works out of Falls Church, Virginia, with a total of 1 year of industry experience. Sposa currently works for Kingsview Wealth Management, LLC. Sposa has gained experience at Edward Jones and Kingsview Partners. Sposa holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Virginia. Kingsview Wealth Management, LLC is an advisory company that has its headquarters in Grants Pass, OR. The company has offices in 27 locations and a total of 150 people on staff. It handles $4 billion in assets under management among its 13,829 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to eight charities and foundations. Of its 13,829 customer accounts, just 10% are held by high-net-worth individuals who have at least $1 million in investable assets. The company has a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and selection of other advisers. Financial advisory fees vary depending on which service is offered. Fee types billed by Kingsview Wealth Management, LLC likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kingsview Wealth Management, LLC Brokerage Details
$3,584,124,096
150
13,829
$259,174
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Nicholas Sposa Work History
Nicholas has been registered as a financial advisor for 1 years.*
Kingsview Partners
Edward Jones
*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 Sposa to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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