Nicholas Smelser, financial advisor Everett WA

Nicholas Smelser

CRD Number: 7065733
Current Firm: Madrona Financial Services, LLC

Nicholas Smelser (CRD# 7065733) is an Investment Advisor Representative working at Madrona Financial Services, LLC in Everett, WA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Madrona Financial Services, LLC Everett, WA Jun 2018 - Current 3
Papa Murphy's Pizza Pullman, WA Mar 2018 - May 2018 < 1
Union Market Pullman, WA Aug 2017 - May 2018 < 1
Washington State University Pullman, WA Aug 2016 - May 2018 1
Staff Pro Pullman, WA Sep 2016 - Apr 2018 1
Washington State University Pullman, WA Jan 2018 - Mar 2018 < 1
The Zzu Bar & Grill Pullman, WA Sep 2016 - Mar 2017 < 1
Sol Food Everett, WA Oct 2015 - Jul 2016 < 1
Edmonds Community College Lynnwood, WA Sep 2012 - Apr 2016 3
Best Buy Everett, WA Oct 2015 - Mar 2016 < 1
Old Navy Everett, WA Oct 2014 - Sep 2015 < 1
Fred Meyers Everett, WA Jul 2014 - Oct 2014 < 1
Papa Murphy's Pizza Everett, WA Aug 2008 - Mar 2014 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2021
Contact Info for Nicholas C. Smelser
Phone Number: 425-212-3777
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    254
    MILLIONS
  • Total Number of Accounts
    527
    ACCOUNTS
  • Average Account Value
    $481,160
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, FL, ID, NC, NE, OR, TX, WA

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