Nicholas Kolata, financial advisor Chula Vista CA
90 score

Nicholas Kolata

CRD Number: 5965673
Current Firm: Unionbanc Investment Services, LLC

Nicholas Kolata (CRD# 5965673) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Chula Vista, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Unionbanc Investment Services Chula Vista, CA May 2014 - Current 2
Union Bank Chula Vista, CA Nov 2013 - Current 3
Wells Fargo San Diego, CA Nov 2012 - Nov 2013 1
Edward Jones St Louis, MO Aug 2011 - Sep 2012 1
South Bay Fish And Grill Chula Vista, CA May 2008 - Aug 2011 3
Gourmet Events Escondido, CA Aug 2010 - Jun 2011 < 1
Espn X Games Los Angeles, CA Aug 2010 - Aug 2010 < 1
Cal State San Marcos University San Marcos, CA Aug 2007 - May 2008 < 1
Espn X Games San Diego, CA Apr 2008 - Apr 2008 < 1
Peohe's Restaurant (landrys Restaurants) Coronado, CA Jul 2005 - Aug 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for Nicholas C. Kolata
Phone Number: 800-634-1100
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    773
    MILLIONS
  • Total Number of Accounts
    3,196
    ACCOUNTS
  • Average Account Value
    $241,970
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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