Nicolaas Letschert, financial advisor Boca Raton FL
86 score

Nicolaas Letschert

CRD Number: 874768
Current Firm: Noesis Capital Management Corp

Nicolaas Letschert (CRD# 874768) is an Investment Advisor Representative working at Noesis Capital Management Corp in Boca Raton, FL and has over 35 years of experience in the finance industry. Nicolaas Letschert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Noesis Capital Management Corp Boca Raton, FL Aug 1995 - Current 21
Ita Financial Services, LLC Boca Raton, FL Jan 2011 - Dec 2012 1
Noesis Capital Corp. Boca Raton, FL Sep 1995 - Jan 2011 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1981
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Nicolaas B. Letschert
Phone Number: 561-999-9888
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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