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Nickolas Eric Reilly

ONE DAY Wealth

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About Nickolas Eric Reilly

Nickolas Reilly is a financial advisor with One Day Wealth. Nickolas has over 7 years of experience in the financial industry. He holds a Series 66, Series 7, and SIE license. Nickolas is also a Certified Financial Planner. Previously, Nickolas was a financial advisor at WELLS FARGO ADVISORS, LLC and Cornerstone Advisors, Inc.. He provides financial planning, portfolio management for individuals and educational seminars.

Firm Information

Nickolas Reilly is currently registered with ONE DAY Wealth. ONE DAY Wealth is an investment advisor that provides financial planning and portfolio management services to individuals, including high-net-worth individuals. They offer educational seminars and have approximately $20,215,217 in regulatory assets under management.

$20.22M

Assets Under Management

8

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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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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Nickolas Reilly’s Registration & Firm History

WA

08/22/2018 - Present

ONE DAY Wealth (SEATTLE WA)

WA

07/30/2014 - 02/23/2016

WELLS FARGO ADVISORS, LLC (SEATTLE WA)

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Licenses & Designations

BOTH

Issued 08/28/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/23/2016

SIE - Securities Industry Essentials Examination

BC

Issued 07/29/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nickolas Eric Reilly.
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