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Nicolas Morcos

Cetera Investment Advisers LLC
2 Years of Experience
New Orleans, LA
1 DisclosureBroker
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Nicolas Morcos is a registered investment advisor at Cetera Investment Advisers LLC, based in New Orleans, LA, with 2 years of industry experience. Nicolas 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.

Cetera Investment Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B

Location

5409 Tchoupitoulas St, New Orleans, LA, 70115

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History

Regulatory History (1)
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Criminal
March 2018
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2025 - Present · 1 yr 1 mo
Cetera Investment Services LLCBroker
December 2024 - Present · 1 yr 11 mos
Previous Registrations
Cetera Investment Services LLCBroker
June 2024 - October 2024 · 4 mos
State Registrations2 states
ALLA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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