Nikolas Adell
Nikolas Adell is a registered investment advisor at UBS Financial Services INC., based in Beverly Hills, CA, with 28 years of industry experience. Nikolas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
Location
131 South Rodeo Drive, Suite 300, Beverly Hills, CA, 90212
Get directionsHistory
Regulatory History (1)
Criminal
May 1992Other Business Activities
Nikolas is the owner of TNA Productions, a real estate rental company, since 2014. He is also a partner in AMI Beach House LLC and 219 Periwinkle Plz LLC, both vacation rental companies, investing money and helping with renovations.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations35 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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