Nicholas Creed Trappey
Investment adviser representative at Thirtynorth Investments, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$467.8MFirm assets
Are you Nicholas Creed Trappey? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Thirtynorth Investments, LLCMar 2026 to now
- Pelican Wealth ManagementAug 2017 to Feb 2026
- Summit Financial Wealth AdvisorsOct 2015 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Thirtynorth Investments, LLC
$467.8MAssets managed
238Clients
5Advisers
16 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
- 5538539
- Firm CRD
- 155355