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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Ruzette is an investment advisor representative at Aspiriant, LLC. Nicholas has been with Aspiriant since 2014. Nicholas holds a Series 65 and a Series 63 license. Nicholas is a Certified Financial Planner. Aspiriant, LLC is a registered investment advisor that provides financial planning, portfolio management, and other investment advisory services to individuals, businesses, and institutions.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
12/12/2022 - Present
Aspiriant, LLC (LOS ANGELES CA)
CA
11/01/2014 - 12/10/2014
EQUINOX SECURITIES, INC. (Irvine CA)
CA
09/19/2013 - 09/18/2014
DINOSAUR SECURITIES, L.L.C. (NEWPORT BEACH CA)
BC
Issued 11/08/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/23/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/2014
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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