Nicholas Vincent Frattali
Investment adviser representative at Hs Wealth Partners
12 yearsExperience
1 stateRegistered in
$481.2MFirm assets
2 yearsFirm in business
Are you Nicholas Vincent Frattali? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Hs Wealth PartnersNov 2024 to now
- Tigeroak Management, L.L.C.Oct 2024 to now
- Frattali & CompanyJun 2019 to now
- StudentOct 2014 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Hs Wealth Partners
Legal name: Tigeroak Management, LLC
$481.2MAssets managed
285Clients
6Advisers
2 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
- 7997064
- Firm CRD
- 330640