Nicholas Holeman, financial advisor New York NY

Nicholas Holeman

CRD Number: 6116390
Current Firm: Betterment

Nicholas Holeman (CRD# 6116390) is an Investment Advisor Representative working at Betterment in New York, NY and has over 7 years of experience in the finance industry. Nicholas Holeman 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.

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Professional Designations
Company Name Location Dates Years
Betterment New York, NY Mar 2016 - Current 5
Pure Financial Advisors San Diego, CA Oct 2014 - Mar 2016 1
Massmutual Life Insurance Company La Jolla, CA Nov 2013 - Oct 2014 < 1
Mml Investors Services LLC La Jolla, CA Nov 2013 - Oct 2014 < 1
San Diego State University San Diego, CA Aug 2009 - Dec 2013 4
Overland & Shanahan San Diego, CA Sep 2012 - Nov 2013 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Nicholas A. Holeman
Phone Number: 212-228-1328
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    28,268
    MILLIONS
  • Total Number of Accounts
    805,169
    ACCOUNTS
  • Average Account Value
    $35,108
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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