Nicolas Robert Carbone
Investment adviser representative at Tailored Wealth Solutions
10 yearsExperience
1 stateRegistered in
$271.8MFirm assets
Under 1 yearFirm 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 assetsHourlySubscriptionFixed 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.
- Tailored Wealth SolutionsApr 2025 to now
- Eagle Strategies LLCMay 2025 to Mar 2026
- Nylife Securities LLCApr 2025 to Mar 2026
- Equitable Advisors, LLCAug 2023 to Mar 2025
- UnemployedJun 2023 to Aug 2023
- Greater Amsterdam School DistrictDec 2022 to Jun 2023
- UnemployedSep 2022 to Nov 2022
- St.mary's HealthcareJun 2022 to Aug 2022
- Scott Beatty - State Farm Insurance AgencyDec 2021 to Jan 2022
- Keuka CollegeAug 2020 to May 2023
- Alpin HausMay 2020 to May 2022
- Amsterdam High SchoolSep 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
Tailored Wealth Solutions
Legal name: Tailored Wealth Solutions, LLC
$271.8MAssets managed
253Clients
4Advisers
Under 1 yearIn 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
- 7799432
- Firm CRD
- 340266