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Nicklaus A Stonesifer

EWA, LLC

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About Nicklaus A Stonesifer

Nicklaus A Stonesifer is a financial advisor in Pittsburgh, PA with over 10 years of experience in the financial services industry. Nicklaus is a Certified Financial Planner professional and holds the Series 7, Series 9, Series 10 and Series 66 licenses. Nicklaus is affiliated with Ewa, LLC and Northwestern Mutual Investment Services, LLC. Nicklaus works with individual and high net worth clients offering financial planning and portfolio management services.

Firm Information

Nicklaus Stonesifer is currently registered with EWA, LLC. EWA, LLC is a registered investment advisor based in Pittsburgh, PA. With over 408 million in regulatory assets under management, the firm provides financial planning and portfolio management services to both individuals and high-net-worth individuals. EWA, LLC offers educational seminars and participates in wrap fee programs.
EWA, LLC

381 MANSFIELD AVE

PITTSBURGH, PA 15220

$408.12M

Assets Under Management

Not reported

Total Clients

7

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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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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Nicklaus Stonesifer’s Registration & Firm History

PA

06/01/2020 - Present

EWA, LLC (PITTSBURGH PA)

PA

12/21/2010 - 06/02/2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PITTSBURGH PA)

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Licenses & Designations

BOTH

Issued 06/06/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/23/2012

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 02/27/2012

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicklaus A Stonesifer.
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