Nikolas Pineider
Nikolas Pineider is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Southlake, TX, with 13 years of industry experience. Nikolas is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2241 E Continental Blvd, Ste.140, Southlake, TX, 76092
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nikolas works as an associate at Pineider, Ford & Associates PLLC, an accounting firm, dedicating significantly more than full-time hours to tax compliance, planning, preparation, bookkeeping, and other accounting services. He also spends a considerable amount of time on securities trading.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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
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