Nicolas Knapik, financial advisor Jenson Beach FL

Nicolas Knapik

CRD Number: 2917447
Current Firm: Avidian Wealth Solutions, LLC

Nicolas Knapik (CRD# 2917447) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Jenson Beach, FL and has over 26 years of experience in the finance industry.

Company Name Location Dates Years
Avidian Wealth Solutions, LLC Houston, TX Jan 2023 - Current 1
Rj Capital Houston, TX Aug 2012 - Jul 2023 10
Mercer Global Advisors. Inc. Sarasota, FL Oct 2014 - Apr 2016 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1997
S65 NASAA Investment Advisors Law Examination Sep 1998
Contact Info for Nicolas J. Knapik
Phone Number: 281-822-8800
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    3,673
    MILLIONS
  • Total Number of Accounts
    6,481
    ACCOUNTS
  • Average Account Value
    $566,759
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, GA, LA, MA, MD, MO, NC, NY, OK, SC, TN, TX, VA, WA

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