Nicholas Kyle Koury
Investment adviser representative at Waldron Private Wealth
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.5BFirm assets
Are you Nicholas Kyle Koury? 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 assetsHourlyFixed or flat feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Waldron Private WealthJun 2020 to now
- Waldron Private WealthMay 2019 to Jul 2019
- Waldron Private WealthMay 2018 to Aug 2018
- Gander MountainMay 2017 to Aug 2017
- Campbell UniversityAug 2015 to May 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (PA).
Waldron Private Wealth
Legal name: Waldron Private Wealth, LLC
$5.5BAssets managed
517Clients
42Advisers
13 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
- 7254047
- Firm CRD
- 131063