Unclaimed
Nikolas Grosch is a financial advisor with Elliott Cove Capital Management. Nikolas has been in the financial services industry since 2013 and holds Series 63 and Series 65 licenses. Nikolas is also a Certified Financial Planner. Prior to joining Elliott Cove Capital Management, Nikolas was employed by DFA Securities LLC and Dimensional Fund Advisors. Elliott Cove Capital Management is a registered investment advisor specializing in portfolio management for individuals and businesses. The firm manages over $300 million in assets and primarily serves individuals, charitable organizations, high-net-worth individuals, and pension and profit-sharing plans.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
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WA
03/05/2019 - Present
Elliott Cove Capital Management (SEATTLE WA)
CA
09/15/2016 - 01/10/2019
DFA SECURITIES LLC (SANTA MONICA CA)
IA
Issued 03/05/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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