Nicholas Morabito
Investment adviser representative at Hobart Wealth
11 yearsExperience
1 stateRegistered in
$558.2MFirm assets
10 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
11 years in the industry.
- Hobart WealthJul 2026 to now
- Nelson Investment Planning Services, IncOct 2024 to Jun 2026
- Signature Wealth AdvisorsJul 2024 to Sep 2024
- La FitnessJul 2023 to Jul 2024
- St. Bonaventure UniversityOct 2022 to Jul 2023
- Wegmans Food MarketAug 2017 to Oct 2022
- Highschool StudentJan 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
Hobart Wealth
Legal name: Hobart Private Capital, LLC
$558.2MAssets managed
727Clients
12Advisers
10 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
- 7947454
- Firm CRD
- 168494