Nicolas PerezCRD Number: 6124864
Current Firm: Moneta Group Investment Advisors, LLC
Nicolas Perez (CRD# 6124864) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Clayton, MO and has over 4 years of experience in the finance industry. Nicolas Perez 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.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Moneta Group Investment Advisors, LLC||Clayton, MO||May 2015 - Current||2|
|Moneta Group LLC||Clayton, MO||Dec 2011 - May 2015||3|
|Altus Healthcare||Atlanta, GA||Feb 2011 - Dec 2011||< 1|
|Integer Usa||Atlanta, GA||Jun 2006 - Feb 2011||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2013|
Total Assets Under Management14,528MILLIONS
Total Number of Accounts21,949ACCOUNTS
Average Account Value$661,915
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI