Nicholas Bair
Nicholas Bair is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Surprise, AZ, with 17 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
Firm Size
IM Fee
Assets Under Management
Location
13985 W Grand Ave Suite 100, Surprise, AZ, 85374
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nicholas sells fixed insurance products, including life, health, disability, fixed annuities, and long-term care, dedicating a few hours per week. He also works full-time as a financial professional for Wilde Wealth Management Group and owns Bair Wealth Management LLC for expense management and Bair Properties LLC for real estate activities, dedicating minimal time to each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
State Registrations23 states
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