Nicolas Alexandre Moise
Investment adviser representative at Zenith Wealth Advisors
14 yearsExperience
1 stateRegistered in
$328.3MFirm assets
4 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
Experience
14 years in the industry.
- Zenith Wealth AdvisorsAug 2024 to now
- Zenith Bank & TrustOct 2023 to now
- N/aJul 2023 to Oct 2023
- Charles Schwab & Co., Inc.Jun 2022 to Jul 2023
- City of Sedona - InternshipMay 2021 to Aug 2021
- World Financial GroupJul 2020 to Oct 2020
- Canyon Activities BoardAug 2019 to Apr 2020
- N/aJan 2012 to Jun 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Zenith Wealth Advisors
Legal name: Vb&t Wealth Management LLC
$328.3MAssets managed
92Clients
4Advisers
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
- 7529082
- Firm CRD
- 318330