Nicholas George Barlas
Professional Summary
Nicholas George Barlas, who also goes by Nick G Barlas, Nick Barlas, was a registered financial advisor. Nicholas was a previously registered financial professional and started their career in finance 1992 - 2024. Nicholas had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Nick G Barlas, Nick Barlas
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Contact Information
No current employment
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Years of Experience
34 years in the financial services industry
Current & Past Employments
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Current Firm
BENEFITS PLUS | UNITED FINANCIAL ADVISORS | TALLGRASS WEALTH MANAGEMENT | SUTTERFIELD FINANCIAL GROUP, INC. | STRICKLAND FINANCIAL CONCEPTS, LLC | SPRINGFIELD FINANCIAL GROUP, LLC | ROBERT HILL & ASSOCIATES FINANCIAL SERVICES | PINNACLE CAPITAL MANAGEMENT, INC. | PAR FINANCIAL GROUP | ORION FINANCIAL GROUP | NEELY FINANCIAL SERVICE, INC. | MEREDITH DEKKER FINANCIAL SERVICES, LLC | LONGVIEW FINANCIAL SOLUTIONS, LLC | GRAMM FINANCIAL SERVICES, LLC | FREEDOM FINANCIAL GROUP | FIELDSTONE FINANCIAL, INC. | CHAD M. CENTORBI, INC.
Contact Information
Main Address
501 Se Fourth Street, Bartlesville, OK 74003Phone Number
(918) 338-2255# of Employees
32SEC notice filing (18 States and Territories)
Registered to provide investment advisory services in 18 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,392AUM (Assets Under Management)
$274,397,181Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/26/2025 | Cover Page | Report |
| 10/07/2024 | Cover Page | Report |
| 04/26/2024 | Cover Page | Report |
| 09/13/2023 | Cover Page | Report |
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Primary Firm SEC Registration
BENEFITS PLUS | UNITED FINANCIAL ADVISORS | TALLGRASS WEALTH MANAGEMENT | SUTTERFIELD FINANCIAL GROUP, INC. | STRICKLAND FINANCIAL CONCEPTS, LLC | SPRINGFIELD FINANCIAL GROUP, LLC | ROBERT HILL & ASSOCIATES FINANCIAL SERVICES | PINNACLE CAPITAL MANAGEMENT, INC. | PAR FINANCIAL GROUP | ORION FINANCIAL GROUP | NEELY FINANCIAL SERVICE, INC. | MEREDITH DEKKER FINANCIAL SERVICES, LLC | LONGVIEW FINANCIAL SOLUTIONS, LLC | GRAMM FINANCIAL SERVICES, LLC | FREEDOM FINANCIAL GROUP | FIELDSTONE FINANCIAL, INC. | CHAD M. CENTORBI, INC.
State Registrations and Notice Filings
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Mar 1992About the Series 6 examSimilar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
