Nicholas Morey
Nicholas Morey is a registered investment advisor at Cetera Investment Advisers LLC, based in San Antonio, TX, 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
Firm Size
IM Fee
Assets Under Management
Location
8000 Ih-10W, St 950, San Antonio, TX, 78230
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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 an agent/broker for fixed insurance sales at IMG Financial Group and Stonehue Wealth Management LLC, spending minimal time at IMG and a few hours per week at Stonehue. He also serves as an officer for Liberty Jump Team, Inc, a board member for St. Mary's University Alumni Association, a member of the Oak Hills New Member Committee, and owns Nick's Fitness, where he works as a personal trainer about 10-20% of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations5 states
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