Nickolas Bortells
Investment adviser representative at Foundations Investment Advisors LLC
10 yearsExperience
1 stateRegistered in
$10.1BFirm assets
11 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.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Foundations Investment Advisors LLCMay 2025 to now
- RetiresimplyApr 2025 to now
- UnemployedDec 2024 to Apr 2025
- Fisher InvestmentsNov 2018 to Nov 2024
- Abbott Laboratories - NutritionSep 2017 to Oct 2018
- Abbott Laboratories - Diabetes CareSep 2016 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
Foundations Investment Advisors LLC
$10.1BAssets managed
29,663Clients
293Advisers
11 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
- 7454229
- Firm CRD
- 175083