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Nicholas Andrew Klass

Presidio Merchant Partners LLC

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About Nicholas Andrew Klass

Nicholas Andrew Klass is a registered representative with Presidio Merchant Partners LLC, a firm located in Denver, CO. Nicholas has been in the securities industry for over 2 years and has a Series 63, Series 79TO, and SIE licenses. Nicholas is registered in Colorado and has been with Presidio Merchant Partners LLC since August 2023.

Firm Information

Nicholas Klass is currently registered with Presidio Merchant Partners LLC. Presidio Merchant Partners LLC is a Limited Liability Company formed in 1998. It is registered in 19 states, including Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Maryland, Michigan, New Hampshire, New Jersey, New York, Ohio, Oregon, Rhode Island, Texas, Virginia, and Washington. Presidio Merchant Partners LLC also has an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Nicholas Klass’s Registration & Firm History

CO

08/03/2023 - Present

Presidio Merchant Partners LLC (DENVER CO)

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Licenses & Designations

BC

Issued 11/04/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/03/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 06/22/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nicholas Andrew Klass.
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