NP
CFP
NP
CFP

Nikki Polistina

19 Years of Experience
Scottsdale, AZ
Broker

Nikki Polistina is a CFP-designated registered investment advisor, based in Scottsdale, AZ, with 19 years of industry experience.

Location

14648 N. Scottsdale Road, Suite 130, Scottsdale, AZ, 85254

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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 Activities

Nikki works as the Director of Client Relations at Stableford Capital, a Registered Investment Advisor (RIA). She dedicates full-time hours to working with clients on financial planning and client service.

Employment History
Current Registrations
Realta Equities, INC.Broker
July 2025 - Present · 9 mos
Stableford Capital LLC
June 2018 - Present · 7 yrs 10 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
June 2018 - July 2025 · 7 yrs 1 mo
Charles Schwab & CO., INC.
May 2015 - April 2018 · 2 yrs 11 mos
Charles Schwab & CO., INC.Broker
May 2013 - April 2018 · 4 yrs 11 mos
Girard Capital, LLCBroker
June 2011 - May 2013 · 1 yr 11 mos
Girard Partners LTD.
May 2011 - May 2013 · 2 yrs
Girard Partners LTD.
May 2006 - December 2010 · 4 yrs 7 mos
Girard Partners LTD.Broker
May 2006 - December 2010 · 4 yrs 7 mos
Ameriprise Financial Services, INC.
September 2005 - April 2006 · 7 mos
Ameriprise Financial Services, INC.Broker
July 2005 - April 2006 · 9 mos
Ids Life Insurance CompanyBroker
July 2005 - April 2006 · 9 mos
State Registrations8 states
AZCACOILINMINDTX
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.