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Nicholas Bilak

8 Years of Experience
Denver, CO
Broker

Nicholas Bilak is a registered investment advisor at Cetera Investment Advisers LLC, based in Denver, CO, with 8 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

3033 East First Avenue, Denver, CO, 80206

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Nicholas is a member of the National Guard, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
November 2019 - Present · 6 yrs 6 mos
Cetera Investment Services LLC
June 2019 - Present · 6 yrs 11 mos
Cetera Investment Services LLCBroker
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Foresters Financial Services, INC.Broker
August 2017 - June 2019 · 1 yr 10 mos
State Registrations30 states
AKARAZCACOFLGAHIIAIDILINKSMAMOMTNCNDNENMNVOKORSDTXUTVAWAWIWY
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.