NW
CFP
NW
CFP

Nicholas Wolf

3 Years of Experience
Nashville, TN
Broker

Nicholas Wolf is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Nashville, TN, with 3 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

2905 12th Ave S Ste 108, Nashville, TN, 37204

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Nicholas works as an associate/employee for Adams Wealth Partners as an investment advisor. This takes about half of Nicholas's time, including during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2022 - Present · 3 yrs 9 mos
Raymond James Financial Services, INC.Broker
June 2022 - Present · 3 yrs 11 mos
State Registrations5 states
FLKYTNTXVirgin Islands
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.