NM
NM
Nicolas Morcos
1 Year of Experience
New Orleans, LA
1 DisclosureBroker
Nicolas Morcos is a registered investment advisor at Cetera Investment Advisers LLC, based in New Orleans, LA, with 1 years of industry experience. Nicolas 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
5409 Tchoupitoulas St, New Orleans, LA, 70115
Get directionsHistory
Regulatory History (1)
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Criminal
March 2018Final Disposition
Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2025 - Present · 7 mos
Cetera Investment Services LLCBroker
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Cetera Investment Services LLCBroker
June 2024 - October 2024 · 4 mos
State Registrations2 states
ALLA
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.