Nicholas Biddle
Nicholas Biddle is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in St Pete Beach, FL, with 22 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
251 Corey Avenue, St Pete Beach, FL, 33706
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Regulatory History (1)
Customer Dispute
February 2025Other Business ActivitiesSells Insurance
Nicholas is an insurance agent offering insurance products and services, dedicating minimal time to this activity. He also works as a tax preparer for existing and prospective clients, spending a few hours per week on this.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Fsc Securities CorporationBroker
Fsc Securities Corporation
National Planning Corporation ("npc of America" in Fl & Ny)
Advantage Investment Management, LLC
National Planning CorporationBroker
Franklin/templeton Distributors, INC.Broker
Colonial Brokerage, INC.Broker
Amsouth Investment Services, INC.Broker
State Registrations23 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.