Nicholas Lynn Trotter
Investment adviser representative at Solidarity Wealth, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$704.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsSubscriptionFixed or flat fee
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.
- Solidarity Wealth, LLCMar 2024 to now
- Uvu Community EducationAug 2022 to now
- Self EmployedMay 2020 to now
- DmbaJan 2023 to Jun 2023
- Uvu Money Success CenterAug 2021 to Dec 2023
- Northwestern MutualJul 2021 to Apr 2022
- Mountain View HosptialSep 2020 to Jul 2021
- Salem City Roads DepartmentSep 2019 to Aug 2020
- Lds ChurchAug 2017 to Sep 2019
- UpsDec 2016 to Dec 2016
- Salem City Roads DepartmentMay 2016 to Aug 2017
- Snow CollegeJan 2016 to May 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (UT).
Solidarity Wealth, LLC
$704.2MAssets managed
218Clients
5Advisers
4 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
- 7404135
- Firm CRD
- 315843