Nicholas Michael Kaufman
Investment adviser representative at Rise Private Wealth Management
13 yearsExperience
1 stateRegistered in
$0Firm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Rise Private Wealth ManagementSep 2026 to now
- Ameriprise Financial Services, LLCJun 2025 to Sep 2026
- All Auto ConciergeMay 2025 to Jul 2025
- Gulf Coast Wealth AdvisorsMay 2024 to Sep 2024
- Otto's Full ServiceMay 2024 to Aug 2024
- Tgi FridaysOct 2023 to May 2024
- Maggie McflysFeb 2022 to May 2025
- Harriman Square DeliMay 2018 to Aug 2019
- Amalfi PizzareaMar 2017 to Aug 2022
- Mw Middle SchoolAug 2013 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
Rise Private Wealth Management
Legal name: Rpwm Partners, LLC
$0Assets managed
0Clients
57Advisers
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
- 8117568
- Firm CRD
- 343846