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Nicholas Andrew Shaheen

Investment adviser representative at Fsa Advisors, Inc.
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$573.4MFirm 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 assetsHourlyFixed or flat feeOther

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

16 years in the industry.

  1. Ae Financial Services, LLCDec 2022 to now
  2. Fsa HealthJan 2018 to now
  3. Fsa Advisors, Inc.Jul 2017 to now
  4. Financial Services of AmericaMay 2010 to now
  5. Independence Capital CompanyFeb 2015 to Dec 2022
  6. Woodward Insurance GroupFeb 2011 to Nov 2020

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2015

State registrations

Registered as an investment adviser representative in 2 states (FL, MI).

Fsa Advisors, Inc.

$573.4MAssets managed
4,406Clients
29Advisers
5 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
5675773
Firm CRD
286251
Advisor's SEC record (opens in a new tab)
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