Nicholas Sposa, financial advisor Falls Church VA

Nicholas Sposa

CRD Number: 6133802
Current Firm: Kingsview Wealth Management, LLC

Nicholas Sposa (CRD# 6133802) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Falls Church, VA and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Kingsview Partners Falls Church, VA Sep 2022 - Current 1
Edward Jones St Louis, MO Nov 2012 - Sep 2022 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2013
Contact Info for Nicholas M. Sposa
Phone Number: 312-870-6701
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    3,584
    MILLIONS
  • Total Number of Accounts
    13,829
    ACCOUNTS
  • Average Account Value
    $259,175
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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