Nicholas Valaika
Investment adviser representative at Morton Wealth
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Morton WealthJul 2022 to now
- Jimmy Dorian Insurance Agency, Inc.Nov 2019 to Jul 2022
- University of California Los AngelesMar 2019 to Aug 2019
- Pittsburgh PiratesJun 2017 to Mar 2019
- University of California Los AngelesSep 2014 to Jun 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Morton Wealth
Legal name: Morton Capital Management, LLC
$3.5BAssets managed
1,279Clients
31Advisers
20 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
- 7989743
- Firm CRD
- 141250