Nicholas Stephen Sirohman
Investment adviser representative at Valmark Advisers, Inc.
13 yearsExperience
1 stateRegistered in
$10.2BFirm assets
28 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
- Pension consulting
Experience
13 years in the industry.
- Valmark Advisers, Inc.Sep 2024 to now
- Valmark Financial GroupFeb 2023 to now
- Uber EatsJan 2022 to Mar 2023
- Door DashMar 2021 to Mar 2023
- Danny BoysDec 2020 to Jun 2021
- Buffalo Wild WingsOct 2019 to Sep 2020
- UnemployedJan 2013 to Oct 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (OH).
Valmark Advisers, Inc.
Legal name: Valmark Advisers Inc
$10.2BAssets managed
14,890Clients
265Advisers
28 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
- 7701969
- Firm CRD
- 108050