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.
- Wiss Private Client Advisors, LLCMar 2026 to now
- Wiss & Company, LLPJun 2024 to now
- UnemployedMay 2024 to May 2024
- Wiss & Company, LLPJan 2024 to Apr 2024
- UnemployedSep 2023 to Dec 2023
- Age BrilliantlyMay 2023 to Aug 2023
- UnemployedSep 2022 to Jul 2023
- Valley BankJun 2022 to Aug 2022
- 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