Nicholas Lasater is a registered investment advisor, based in Newport Beach, CA, with 14 years of industry experience.
Location
4001 Macarthur Blvd, Ste 300, Newport Beach, CA, 92660
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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 is a director at Club La Mision, a private hunting club, and a director for Doyle Springs Association, a homeowners association. He also serves as a successor trustee for Laverty Insurance Trust, distributing life insurance trust funds.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations6 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.