Nicholas Oliveri is a registered investment advisor, based in Las Vegas, NV, with 5 years of industry experience.
Location
Las Vegas, NV
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
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Nicholas is a partner at Concordia Capital LLC, an investment firm that invests in and advises high-growth B2B software and technology-enabled services companies. This activity takes nearly twice the amount of a full-time job.
Employment History
Current Registrations
Kingswood Capital Partners, LLC
January 2025 - Present · 1 yr 4 mos
Kingswood Capital Partners, LLCBroker
January 2025 - Present · 1 yr 4 mos
Concordia Capital LLC
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
Finalis Securities LLCBroker
May 2023 - January 2025 · 1 yr 8 mos
Umergence LLCBroker
August 2022 - May 2023 · 9 mos
Concordia Capital LLC
October 2020 - September 2023 · 2 yrs 11 mos
State Registrations2 states
NVNY
AdvisorBroker
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Exams
No exam information available for this advisor.