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Nicholas James Schultz

NYE Street Partners LLC

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About Nicholas James Schultz

Nicholas Schultz is an Investment Advisor Representative associated with Nye Street Partners LLC. Nicholas is licensed and registered in New York. Nicholas has been in the industry since February 2015. Nicholas has a Series 65 license and is registered in New York. Nicholas works out of the Saratoga Springs, NY office of Nye Street Partners LLC.

Firm Information

Nicholas Schultz is currently registered with NYE Street Partners LLC. NYE Street Partners LLC is a registered investment advisor that provides financial advisory and family office services. The firm manages approximately $8.21 million in discretionary assets for 8 clients, including high-net-worth individuals and individuals other than high-net-worth.

$8.21M

Assets Under Management

6

Total Clients

2

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.

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financial planning services

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial advisory and family office services

Financial advisory and family office services

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Nicholas Schultz’s Registration & Firm History

NY

05/08/2023 - Present

NYE Street Partners LLC (SARATOGA SPRINGS NY)

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Licenses & Designations

IA

Issued 12/19/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas James Schultz.
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