Nick Wetzel (CRD# 7096073) is an Investment Advisor Representative working at Prometheus Capital Management Corp. in Yardley, PA and has over 2 years of experience in the finance industry. Nick Wetzel 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.
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5343110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Investment Center, Inc. | Yardley, PA | Oct 2021 - Current | 2 |
| Prometheus Capital Management | Yardley, PA | Oct 2021 - Current | 2 |
| Goldman Sachs & Company, LLC | New York, NY | Jul 2019 - Sep 2021 | 2 |
| Fordham University | New York, NY | Aug 2015 - May 2019 | 3 |
| Goldman Sachs & Co | New York, NY | May 2018 - Aug 2018 | < 1 |
| Keybank National Association | New York, NY | May 2017 - Aug 2017 | < 1 |
| Star Mountain Capital | New York, NY | Mar 2017 - May 2017 | < 1 |
| Scotts Miracle Gro Products | Port Washington, NY | May 2016 - Aug 2016 | < 1 |
| Axa Advisors | New York, NY | Sep 2015 - May 2016 | < 1 |
| Prometheus Capital Management | Yardley, PA | Sep 2014 - Aug 2015 | < 1 |
| Holy Ghost Preparatory School | Bensalem, PA | Aug 2011 - May 2015 | 3 |
| Broadbandtv Corp. | Vancouver, | Jul 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2021 |
- PA
-
Total Assets Under Management224MILLIONS
-
Total Number of Accounts684ACCOUNTS
-
Average Account Value$327,059
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
FL, MA, NJ, NY, PA, TX
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