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Nicholas Tyler Rossin

Quantum Financial Partners LLC

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About Nicholas Tyler Rossin

Nicholas Rossin is a financial advisor with Quantum Financial Partners LLC and has been in the industry since January 21, 2015. Nicholas is registered with the state of Kansas as an Investment Advisor Representative and as a Registered Representative in Kansas and Texas. Nicholas is licensed to offer investment advice to a variety of client types, including individuals, high-net-worth individuals, charitable organizations, and pooled investment vehicles. Nicholas specializes in portfolio management for businesses, individuals and pooled investment vehicles and offers investment services based on a percentage of assets and performance-based fees.

Firm Information

Nicholas Rossin is currently registered with Quantum Financial Partners LLC. Quantum Financial Partners LLC is an investment advisor with approximately $94.83 million in regulatory assets under management. The firm provides portfolio management services for individuals, businesses, and pooled investment vehicles. They also offer selection of other advisers services. Quantum Financial Partners LLC has 425 total accounts, including 42 high-net-worth individuals, 274 individuals other than high-net-worth, 1 pooled investment vehicle, and 1 charitable organization.

$94.83M

Assets Under Management

Not reported

Total Clients

5

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Nicholas Rossin’s Registration & Firm History

KS

01/03/2025 - Present

Quantum Financial Partners LLC (LEAWOOD KS)

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Licenses & Designations

BOTH

Issued 02/17/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/22/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Nicholas Tyler Rossin.
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