Nickolas Tadashi Vitalis-troupe
Investment adviser representative at Saturna Capital Corporation
10 yearsExperience
10 statesRegistered in
$10.5BFirm assets
36 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 feePerformance-based
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.
- Saturna Trust CompanyAug 2020 to now
- Saturna Brokerage ServicesOct 2018 to now
- Saturna Capital CorporationOct 2018 to now
- Lynden TribuneAug 2018 to Apr 2020
- Bellingham HeraldAug 2017 to May 2018
- Fns Food ServicesJul 2016 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 10 states (CA, IL, IN, MD, MI, NY, OH, TX, VA, WA).
Saturna Capital Corporation
$10.5BAssets managed
104Clients
34Advisers
36 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
- 7036344
- Firm CRD
- 25586