Stephen James Nicholas
Investment adviser representative at Platform Technology Partners
10 yearsExperience
1 stateRegistered in
$1.2BFirm assets
7 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Platform Technology PartnersAug 2022 to now
- Northeast Private Wealth ManagementAug 2022 to now
- Spire Securities, LLCAug 2022 to now
- Ursula CapitalAug 2022 to now
- JPMorgan Chase Bank NAJun 2020 to Aug 2022
- JPMorgan Securities LLCJun 2020 to Aug 2022
- Boston Scott LLCFeb 2020 to Jun 2021
- Franklin & Marshall CollegeAug 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
Platform Technology Partners
Legal name: Platform Technology Partners LLC
$1.2BAssets managed
887Clients
10Advisers
7 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
- 7266265
- Firm CRD
- 305602