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Nicholas Henry Hoy

Investment adviser representative at Wiss Private Client Advisors, LLC
9 yearsExperience
1 stateRegistered in
$1.2BFirm assets
7 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

9 years in the industry.

  1. Wiss Private Client Advisors, LLCMar 2026 to now
  2. Wiss & Company, LLPJun 2024 to now
  3. UnemployedMay 2024 to May 2024
  4. Wiss & Company, LLPJan 2024 to Apr 2024
  5. UnemployedSep 2023 to Dec 2023
  6. Age BrilliantlyMay 2023 to Aug 2023
  7. UnemployedSep 2022 to Jul 2023
  8. Valley BankJun 2022 to Aug 2022
  9. UnemployedDec 2015 to May 2022

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (NJ).

Wiss Private Client Advisors, LLC

$1.2BAssets managed
186Clients
7Advisers
7 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
8216039
Firm CRD
286319
Advisor's SEC record (opens in a new tab)
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