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Nickolas Turk
4 Years of Experience
Bala Cynwyd, PA
1 DisclosureBroker
Nickolas Turk is a registered investment advisor at Cetera Investment Advisers LLC, based in Bala Cynwyd, PA, with 4 years of industry experience. Nickolas 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
555 City Avenue, Suite 440, Bala Cynwyd, PA, 19004
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
October 2024Employment History
Current Registrations
Cetera Investment Advisers LLC
April 2025 - Present · 1 yr 1 mo
Cetera Investment Services LLCBroker
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Vanguard Advisers, INC.
December 2021 - November 2024 · 2 yrs 11 mos
Vanguard Marketing CorporationBroker
November 2021 - November 2024 · 3 yrs
State Registrations1 state
PA
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.