Stephen Nicholas (CRD# 7266265) is an Investment Advisor Representative working at Platform Technology Partners in Woodbury, NY and has over 3 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Spire Securities, LLC | Woodbury, AK | Aug 2022 - Current | 1 |
| Northeast Private Wealth Management | Woodbury, NY | Aug 2022 - Current | 1 |
| Ursula Capital | Woodbury, NY | Aug 2022 - Current | 1 |
| Jpmorgan Chase Bank Na | New York, NY | Jun 2020 - Aug 2022 | 2 |
| Jpmorgan Securities LLC | New York, NY | Jun 2020 - Aug 2022 | 2 |
| Boston Scott LLC | Collegeville, PA | Feb 2020 - Jun 2021 | 1 |
| Franklin & Marshall College | Lancaster, PA | Aug 2016 - May 2020 | 3 |
| Unemployed | Scarsdale, NY | Jul 2016 - Jul 2016 | < 1 |
| Scarsdale High School | Scarsdale, NY | Sep 2012 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2021 |
| S63 | Uniform Securities State Law Examination | Feb 2021 |
- NY
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Total Assets Under Management937MILLIONS
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Total Number of Accounts1,724ACCOUNTS
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Average Account Value$543,329
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
CA, FL, GA, MD, NH, NJ, NY, TX
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