Nicholas Munoz (CRD# 4347630) is an Investment Advisor Representative working at Ironoak Wealth LLC in Cedar Park, TX and has over 23 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ironoak Wealth LLC | Cedar Park, TX | Nov 2019 - Current | 4 |
| Ironoak Partners, LLC | Cedar Park, TX | Nov 2019 - Current | 4 |
| Ironoak Wealth LLC | Cedar Park, TX | Dec 2017 - Current | 6 |
| Stonewater Wealth Management Inc. | Cedar Park, TX | Jan 2018 - May 2020 | 2 |
| Erben Associates, LLC | Austin, TX | Nov 2017 - Jan 2018 | < 1 |
| M Holdings Securities, Inc. | Portland, OR | Sep 2017 - Dec 2017 | < 1 |
| Triad Advisors, Inc. | Norcross, GA | Feb 2017 - Oct 2017 | < 1 |
| Resources Investment Advisors | Austin, TX | Apr 2016 - Oct 2017 | 1 |
| Wells Fargo Advisors, LLC | Austin, TX | Jan 2015 - Apr 2016 | 1 |
| Investment Professionals, Inc. | San Antonio, TX | Jun 2014 - Feb 2015 | < 1 |
| Guardian Life Insurance Company | Austin, TX | Nov 2009 - Dec 2014 | 5 |
| Park Avenue Securities LLC | Austin, TX | Jun 2010 - Jul 2014 | 4 |
| Park Avenue Securities LLC | Austin, TX | Jan 2010 - Jul 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2001 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management102MILLIONS
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Total Number of Accounts368ACCOUNTS
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Average Account Value$276,932
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
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- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
TX
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