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Nikola Weeks

2 Years of Experience
North Salt Lake, UT
Broker

Nikola Weeks is a registered investment advisor at Morgan Stanley, based in North Salt Lake, UT, with 2 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

North Salt Lake, UT

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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

Nikola is the sole proprietor and owner of EUR cleaning company, a housekeeping business in Bountiful, Utah, since March 2023. Nikola spends about a few hours per week on administrative, accounting, customer service, and labor-related tasks.

Employment History
Current Registrations
Morgan Stanley
May 2024 - Present · 2 yrs 2 mos
Morgan Stanley
January 2024 - Present · 2 yrs 6 mos
Morgan StanleyBroker
January 2024 - Present · 2 yrs 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Nikola Weeks - Financial Advisor | TrueAdvisor