Nicholas Charles Homolka
Investment adviser representative at Truist Advisory Services, Inc.
10 yearsExperience
1 stateRegistered in
CFADesignation
$77.4BFirm assets
Are you Nicholas Charles Homolka? 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Truist Advisory Services, Inc.Mar 2026 to now
- Northern TrustJan 2019 to Mar 2026
- UnemployedMay 2018 to Dec 2018
- University of Notre DameSep 2017 to Apr 2018
- Vogelhood GroupMay 2017 to Aug 2017
- University of Notre DameSep 2016 to Apr 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (FL).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
10 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
- 6664393
- Firm CRD
- 283390