Nicolas Zalles
Investment adviser representative at Welcy Capital Advisors LLC
12 yearsExperience
1 stateRegistered in
$225.7MFirm assets
2 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-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Prival Securities USA, Inc.Jun 2026 to now
- Welcy Capital Advisors LLCFeb 2015 to now
- Lw Investment Management (USA) LLCSep 2014 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (FL).
Welcy Capital Advisors LLC
$225.7MAssets managed
19Clients
4Advisers
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
- 6400652
- Firm CRD
- 154782