Nicholas Gerald christ Finnigan
Investment adviser representative at Delta Wealth Advisors LLC
10 yearsExperience
2 statesRegistered in
CFADesignation
$151.8MFirm assets
Are you Nicholas Gerald christ Finnigan? 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Delta Wealth Advisors LLCOct 2017 to now
- Delta Wealth Advisory Solutions, LLCOct 2017 to now
- Morgan Stanley, Private Bank N.A.Jun 2016 to Oct 2017
- Morgan StanleyApr 2016 to Oct 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Delta Wealth Advisors LLC
$151.8MAssets managed
181Clients
3Advisers
2 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
- 5712810
- Firm CRD
- 310504