Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Kapelewski is a financial advisor with Wealthspire Advisors, a firm headquartered in New York, NY. He has a background in the financial industry, working as a registered representative at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED from January 8, 2022, to June 1, 2024. Prior to that, Nicholas worked at The Hartford Investment Management Company in Hartford, CT. Nicholas's career path also includes a stint at The S/L/A/M Collaborative Inc. in Glastonbury, CT.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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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CT
06/13/2024 - Present
Wealthspire Advisors (West Hartford CT)
NY
01/08/2022 - 06/01/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 05/06/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/15/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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