Nicholas James Wolf
Investment adviser representative at Forefront
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$239.8MFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- The Pacific Bridge Companies, Inc.Sep 2025 to now
- ForefrontApr 2024 to now
- Forefront Wealth PartnersApr 2024 to now
- Calton & Associates Inc.Apr 2024 to Aug 2025
- Manhattan West Asset Management, LLCJun 2023 to Apr 2024
- KeybankNov 2020 to Jun 2023
- Morgan StanleyJul 2017 to Nov 2020
- Citi BankAug 2016 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 3 states (CA, WA, WI).
Forefront
Legal name: Forefront Wealth Partners, LLC
$239.8MAssets managed
572Clients
27Advisers
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
- 6384735
- Firm CRD
- 308521