Nicholas Ian Cavanaugh
Investment adviser representative at Roble, Belko and Company, Inc.
10 yearsExperience
2 statesRegistered in
$1.6BFirm assets
23 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 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.
- Roble, Belko and Company, Inc.Jun 2021 to now
- Hirtle, Callaghan & Co. LLCFeb 2019 to Jun 2021
- Vicus Capital, Inc.Dec 2017 to Feb 2019
- BNY MellonOct 2017 to Dec 2017
- Constantin Control AssociatesJun 2017 to Oct 2017
- Sourcetek Inc.Aug 2016 to Dec 2016
- Advance Auto PartsMay 2016 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Roble, Belko and Company, Inc.
$1.6BAssets managed
248Clients
8Advisers
23 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
- 6897295
- Firm CRD
- 123286