ADVISOR BIO

Nicholas Schrepfer is a registered investment advisor representative with Morgan Stanley. Nicholas has been in the securities industry since November 4, 2021 and is registered to provide investment advice in 50 states. Nicholas has passed the Series 7TO, Series 66, and SIE exams. Nicholas's current employment is with Morgan Stanley in Long Beach, California. Nicholas has a background in retail and customer service. Nicholas also has a diverse list of specializations.

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ADVISOR BIO

Nicholas Bock is a financial advisor with Wells Fargo Clearing Services, LLC. Nicholas has been in the industry since 1994 and holds licenses in multiple states. Nicholas is registered with the state of California as an Investment Advisor Representative.

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ADVISOR BIO

Nicholas Ozer is a financial advisor with Regatta Capital Group, LLC based in EL SEGUNDO, CA. Nicholas has been in the industry since 2012, and has experience working with Wells Fargo Advisors, LLC. Nicholas has Series 7 and Series 66 licenses as well as the SIE and is a Certified Financial Planner™. Nicholas specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. He focuses on serving high-net-worth individuals, corporations, trusts, charitable organizations, and pension plans. Nicholas and his team are dedicated to helping clients achieve their financial goals.

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ADVISOR BIO

Nicholas Paget is a financial advisor with over 20 years of experience in the industry. Nicholas is currently a registered representative with Rockefeller Financial LLC. Nicholas is a Certified Financial Planner™ and has a strong background in portfolio management for both individuals and businesses. Prior to joining Rockefeller Financial LLC, Nicholas worked for Morgan Stanley Smith Barney and RBC Dain Rauscher. Nicholas has a broad range of experience working with clients including high-net-worth individuals, corporations, and pension plans.

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ADVISOR BIO

Nicholas Imbimbo is a financial advisor registered with Equitable Advisors, LLC. Nicholas is licensed to provide financial and investment advice in the state of California. Nicholas holds a Series 66 license along with a Series 7 and the Securities Industry Essentials (SIE) exam. Nicholas has been in the securities industry since January 27, 2015. Nicholas is also a partial owner of Imbimbo Family Winery, a wine sales, services, and production company.

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ADVISOR BIO

Nicholas Guadamuz is a financial professional with a focus on investment products. Nicholas is currently registered with J.P. Morgan Securities LLC and has been actively involved in the financial industry since August 2024. Nicholas holds the Series 63, Series 6TO, and SIE licenses and is registered in California.

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ADVISOR BIO

Nicholas Iammarino is a financial advisor registered with LPL Financial LLC and Nicholas J. Iammarino. Nicholas Iammarino is a Certified Financial Planner® professional and has been in the industry since 1987. The advisor has offices in Carlsbad, California. Nicholas Iammarino specializes in providing financial planning and consulting services. The advisor has a total of 17 active state registrations for securities and 2 for investment advisory services.

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Nicholas Ciriello is an investment advisor representative with RBC Capital Markets, LLC. Nicholas has been in the securities industry since 1999. Prior to joining RBC Capital Markets, LLC, Nicholas was a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Nicholas holds Series 7, 31, and 66 securities licenses. Nicholas is also registered to sell securities in 28 states. Nicholas specializes in working with high-net-worth individuals, corporations, and charitable organizations. Nicholas provides a range of financial advisory services, including portfolio management, financial planning, and pension consulting.

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ADVISOR BIO

Nicholas Faller is a wealth advisor working in the financial services industry since 2015. Nicholas currently holds licenses to provide investment advice in California, Michigan and Texas, and is registered with Cetera Investment Advisers LLC and Sageview Advisory Group, LLC. Nicholas has a strong background in financial planning and portfolio management, providing financial advice and investment strategies to individuals and families. Nicholas has experience working with a wide range of clients, including high-net-worth individuals, families, and businesses.

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ADVISOR BIO

Nicholas White is a financial advisor with Edward Jones. Nicholas has been in the financial industry for over 10 years, and has a wide range of experience in helping clients achieve their financial goals. Nicholas holds Series 66, Series 7TO, and SIE licenses. Nicholas is also registered as an Investment Advisor Representative in California and Texas.

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