NS
CFP
NS
CFP

Nicholas Skrabo

18 Years of Experience
Henderson, NV
BrokerSells Insurance

Nicholas Skrabo is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Henderson, NV, with 18 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9246 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K

Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.

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Location

Henderson, NV

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Nicholas works as an Investment Advisor Representative with Securities America Advisors, dedicating about half of his time to managing fee-based accounts. He also engages in occasional life insurance and fixed annuity sales as a licensed insurance producer.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
June 2024 - Present · 1 yr 11 mos
Osaic Wealth, INC.
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Securities America Advisors, INC.
January 2009 - June 2024 · 15 yrs 5 mos
Securities America, INC.Broker
January 2009 - June 2024 · 15 yrs 5 mos
Brecek & Young Advisors, INC.
June 2008 - January 2009 · 7 mos
Brecek & Young Advisors, INC.Broker
May 2008 - January 2009 · 8 mos
Skrabo Financial Services, INC
September 2007 - May 2008 · 8 mos
E*trade Securities, IncorporatedBroker
March 2002 - August 2002 · 5 mos
State Registrations19 states
ARAZCAFLHIIDINMNMTNCNJNVNYORPATNTXVAWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Nicholas Skrabo - Financial Advisor | TrueAdvisor