Nicholas J Beglane
Investment adviser representative at Raleigh Capital Management Inc.
10 yearsExperience
1 stateRegistered in
$397.8MFirm assets
5 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Quincy Wells Capital, LLCJun 2026 to now
- Raleigh Wealth SolutionsApr 2026 to now
- Raleigh Capital Management Inc.Sep 2025 to now
- Fidelity InvestmentsJan 2022 to Sep 2025
- Equitable Advisors, LLCDec 2020 to Dec 2021
- Msa SecurityMay 2019 to Aug 2019
- Schwab's 2nd WindMay 2017 to Dec 2021
- Not EmployedAug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NC).
Raleigh Capital Management Inc.
$397.8MAssets managed
470Clients
13Advisers
5 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
- 7328997
- Firm CRD
- 149538