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Nicholas Hart

Investment adviser representative at Clarion Wealth Management Partners
9 yearsExperience
1 stateRegistered in
$394.8MFirm assets
1 yearFirm 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 assetsHourlyFixed or flat feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

9 years in the industry.

  1. Clarion Wealth Management PartnersJan 2018 to now
  2. Eversource Wealth Advisors, LLCMar 2024 to Mar 2025
  3. Commonwealth Financial NetworkAug 2021 to Mar 2024
  4. Christopher Newport UniversityAug 2016 to Apr 2020

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 1 state (VA).

Clarion Wealth Management Partners

Legal name: Clarion Wealth Management Partners, LLC

$394.8MAssets managed
420Clients
4Advisers
1 yearIn 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
6901431
Firm CRD
334243
Advisor's SEC record (opens in a new tab)
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