Nicholas Cvetanovich
Investment adviser representative at Trajan Wealth, L.L.C.
16 yearsExperience
1 stateRegistered in
$2.6BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- Trajan Wealth, L.L.C.Sep 2025 to now
- Charles Schwab & Co., IncOct 2021 to Jul 2025
- Charles Schwab Bank SsbOct 2021 to Jul 2025
- USAA Life Insurance CompanyDec 2020 to Oct 2021
- USAA Investment Services CompanyJan 2018 to Oct 2021
- USAA Financial Planning ServicesApr 2010 to Dec 2020
- USAA Financial Advisors, IncFeb 2010 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Trajan Wealth, L.L.C.
$2.6BAssets managed
10,633Clients
52Advisers
11 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
- 5761711
- Firm CRD
- 158847