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Fisher Investments

location

OAKS, PA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Combs is an investment advisor representative at Fisher Investments. Nicholas has been in the securities industry since August 14, 2017 and is currently registered with the state of Pennsylvania. Nicholas is also a registered investment advisor in Pennsylvania. Nicholas has passed the Series 63, Series 65, Series 7 and SIE exams. Nicholas has been employed by Fisher Investments since February 2025. Prior to joining Fisher Investments, Nicholas worked at SEI Investments Distribution Co and SEI Investments Management Corp. Nicholas has a broad range of experience in the financial services industry, and is committed to providing clients with personalized investment advice. Nicholas specializes in portfolio management for individuals, businesses, and investment companies.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

First Trust Advisors LP

location

WHEATON, IL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Pontrello is a registered investment advisor representative with First Trust Advisors LP. Nicholas has been in the securities industry since September 2015. Nicholas currently holds Series 63, 65, and 7TO licenses. Nicholas has experience in providing investment advisory services to individuals, businesses, investment companies, and pooled investment vehicles. Nicholas has a background in portfolio management, financial planning, and investment research. Nicholas has a strong understanding of the financial markets and a commitment to providing clients with personalized financial advice.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

0 Disclosures

ADVISOR BIO

Nicholas Mukensnabl is a registered investment advisor representative with Fisher Investments. Nicholas has been in the industry for several years and holds both the Series 63 and Series 65 licenses. Nicholas specializes in providing portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. Nicholas has a strong track record of success and is committed to providing his clients with the highest level of service.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

MAI Capital Management, LLC | CFP ®,CFC ® (Certifications)

location

New Castle, PA

0 Disclosures

ADVISOR BIO

Nicholas Tancabel is a financial advisor at MAI Capital Management, LLC, with over 5 years of experience. Nicholas holds the Series 65 license and is a Certified Financial Planner and Chartered Financial Consultant. Nicholas provides financial planning, pension consulting, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles, as well as other financial advisory services. Nicholas is registered to provide investment advisory services in New York, Ohio, Pennsylvania, and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
DUE DILIGENCE/RESEARCH
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Lutz Financial | CFP ® (Certifications)

location

OMAHA, NE

0 Disclosures

ADVISOR BIO

Nicholas Hall is a financial advisor with Lutz Financial in Omaha, Nebraska. Nicholas has been in the industry since 2011 and holds Series 63 and 66 licenses. Nicholas has worked for other firms including WELLS FARGO ADVISORS, LLC and VANGUARD MARKETING CORPORATION. Lutz Financial provides financial planning, pension consulting, and portfolio management services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Cratero Capital LLC | CFP ® (Certifications)

location

ST. LOUIS, MO

0 Disclosures

ADVISOR BIO

Nicholas Matlock is a financial advisor who provides financial planning, portfolio management services to individuals and pooled investment vehicles. Nicholas holds Series 7, 55, SIE, and 57TO licenses, in addition to the Series 66 license. Nicholas has worked in the financial services industry since 2011. Nicholas currently works for Cratero Capital LLC. Previously, Nicholas has worked for Edward Jones, Charles Schwab & Co., Inc., TD Ameritrade, Inc., Scottrade, Inc. and Stifel, Nicolaus & Company, Incorporated.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

NEW YORK, NY

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Silver is a registered representative with RBC Capital Markets, LLC. Nicholas has been in the financial industry since August 13, 2023 and is currently registered with FINRA. Nicholas has passed the Series 79TO and SIE exams. Nicholas specializes in providing financial services to a wide range of clients, including corporations, individuals, high-net-worth individuals, charitable organizations, pension plans, and insurance companies. Nicholas can help you with a variety of financial planning needs, including investment management, portfolio management, retirement planning, and estate planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Invesco Advisers, Inc.

location

ATLANTA, GA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Davis is a financial advisor with over 10 years of experience in the industry. Nicholas is currently registered as an Investment Advisor Representative with Invesco Advisers, Inc. Nicholas's previous experience includes positions at Raymond James Financial Services, Inc., Foreside Fund Services, LLC and Invesco Distributors, Inc. Nicholas has successfully completed the Series 63, Series 66, Series 7TO, Series 7 and SIE exams.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
IA TO CANADIAN REGISTERED MUTUAL FUNDS; PORTFOLIO MANAGEMENT FOR PRIVATE FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Goldman Sachs & Co. LLC

location

NEW YORK, NY

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Rubilotta is a financial professional with Goldman Sachs & Co. LLC. Nicholas holds the Series 7TO, Series 63 and SIE licenses. Nicholas is registered in all 50 states and the District of Columbia.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Invesco Advisers, Inc.

location

DOWNERS GROVE, IL

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Knoblauch is a financial advisor with Invesco Advisers, Inc. Nicholas has been in the financial industry since 2011. Nicholas is registered with FINRA and the state of Texas. Nicholas is also registered as an investment advisor representative. Nicholas has experience providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Nicholas has specialized knowledge in the areas of securities, mutual funds, investment companies, and variable contracts.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
IA TO CANADIAN REGISTERED MUTUAL FUNDS; PORTFOLIO MANAGEMENT FOR PRIVATE FUNDS
Portfolio Management for Pooled Investment Vehicles

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