linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Nicholas David Tupaj

Northwest Financial Advisors LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Nicholas? Claim Your Profile

About Nicholas David Tupaj

Nicholas Tupaj is a financial advisor with over 7 years of experience in the financial services industry. Nicholas is a Certified Financial Planner™ professional and has earned the Series 63, Series 7, Series 6 and SIE licenses. Nicholas is registered with Northwest Financial Advisors LLC in Virginia and is dedicated to providing comprehensive financial planning services to individuals, families, and businesses. Nicholas specializes in retirement planning, investment management, and college savings.

Firm Information

Nicholas Tupaj is currently registered with Northwest Financial Advisors LLC. Northwest Financial Advisors LLC is a registered investment advisor headquartered in Herndon, VA. The firm has been serving clients since 2002 and currently manages over $1.6 billion in assets for a variety of clients, including individuals, high net worth individuals, corporations, charitable organizations, and pension plans. The firm offers a range of investment advisory services, including financial planning, portfolio management, and pension consulting. Northwest Financial Advisors LLC is committed to providing personalized financial advice and helping its clients achieve their financial goals.
Northwest Financial Advisors LLC

200 SPRING STREET

HERNDON, VA 20170

$1.65B

Assets Under Management

340

Total Clients

25

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Nicholas Tupaj’s Registration & Firm History

VA

01/24/2025 - Present

Northwest Financial Advisors LLC (HERNDON VA)

Not sure if Nicholas David Tupaj is right for you?

Licenses & Designations

BC

Issued 07/27/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/18/2022

Series 7TO - General Securities Representative Examination

BC

Issued 05/25/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/16/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nicholas David Tupaj.
Not sure if Nicholas David Tupaj is right for you?