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Nicholas Nicaj

Investment adviser representative at Kestra Advisory Services, LLC
10 yearsExperience
1 stateRegistered in
$79.8BFirm assets
27 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 assetsHourlyFixed or flat fee

Services the firm offers

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

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

10 years in the industry.

  1. Kestra Advisory Services, LLCMar 2026 to now
  2. UnemployedMay 2025 to Feb 2026
  3. Nfp, An Aon CompanyJun 2024 to Aug 2024
  4. University of South CarolinaAug 2022 to May 2025
  5. Jersey Mikes SubsJul 2022 to Aug 2023
  6. Fairfield UniversitySep 2021 to May 2022
  7. UnemployedMay 2021 to Sep 2021
  8. Whippoorwill Country ClubJul 2019 to Aug 2019
  9. Fordham Preparatory SchoolSep 2017 to May 2021
  10. UnemployedJan 2016 to Sep 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

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

Kestra Advisory Services, LLC

$79.8BAssets managed
117,403Clients
1,473Advisers
27 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
8238316
Firm CRD
283330
Advisor's SEC record (opens in a new tab)
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