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Nicholas Paul Breit

Investment adviser representative at Fiducient Advisors LLC
19 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$97.5BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

19 years in the industry.

  1. Fiducient Advisors LLCApr 2015 to now
  2. Dimeo Schneider & AssociatesAug 2007 to now

Designations

  • CFA
  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2002
  • Series 63 · Uniform Securities Agent State Law2004

State registrations

Registered as an investment adviser representative in 1 state (IL).

Fiducient Advisors LLC

$97.5BAssets managed
1,239Clients
68Advisers
31 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4419643
Firm CRD
106720
Advisor's SEC record (opens in a new tab)
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