NZ
NZ

Nicholas Zahn

7 Years of Experience
Long Beach, CA
Broker

Nicholas Zahn is a registered investment advisor at Cetera Investment Advisers LLC, based in Long Beach, CA, with 7 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

2209 N. Lakewood Blvd, Long Beach, CA, 90815

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Nicholas works as a registered representative and office manager at Zahn & Zahn Inc, a financial services firm, since 2018. This takes about a quarter of Nicholas's time, including time during trading hours, and involves financial services and office management duties.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2020 - Present · 5 yrs 11 mos
Cetera Financial Specialists LLCBroker
October 2018 - Present · 7 yrs 7 mos
State Registrations1 state
CA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.