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Nickolai Dolya

GREEN VISTA CAPITAL

WINTER PARK, FL

·CRD# 3017770·17 years experience

Professional Summary

Nickolai Dolya, who also goes by Nickolai Sergeevich Dolya, is a registered financial advisor currently at GREEN VISTA CAPITAL, LLC located in Winter Park, Florida. Nickolai is registered as a RR (Registered Representative) and started their career in finance in 2001. Nickolai has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Nickolai Sergeevich Dolya

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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.

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Years of Experience

17 years in the financial services industry

Current & Past Employments

GREEN VISTA CAPITAL, LLC·CRD# 293630

BD

222 N. Park Avenue, Winter Park, FL 32789

June 20, 2024 - Present

PATRICK CAPITAL MARKETS, LLC·CRD# 16518

BD

St Louis, MO

June 13, 2022 - June 7, 2024

GLOBAL ASSETS ADVISORY, LLC·CRD# 300460

RIA

Winter Park, FL

September 30, 2020 - May 28, 2021

INTERNATIONAL ASSETS ADVISORY, LLC·CRD# 10645

BD

Winter Park, FL

April 9, 2020 - May 28, 2021

TRILOMA SECURITIES, LLC·CRD# 173059

BD

Winter Park, FL

April 23, 2015 - June 1, 2020

CNL SECURITIES CORP.·CRD# 10356

BD

Orlando, FL

May 10, 2001 - December 31, 2006

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Current Firm

GV

GREEN VISTA CAPITAL, LLC

GREEN VISTA CAPITAL, LLC

CRD#: 293630 / SEC#: 8-70101

BD

Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

222 N. Park Avenue, Winter Park, FL 32789

Mailing Address

222 N. Park Avenue, Winter Park, FL 32789

Phone Number

(407) 878-1215

Established

Florida since 12/01/2017

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (51 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
GREEN VISTA HOLDINGS, LLC	MEMBER	—
BEYTELL, PHILIP LAURIE	FINOP	4828145
VAN STADEN, PHILIPPUS THEUNIS	CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND MANAGER	4489166

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Other business activities

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.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Alabama
(6/20/2024)

RR

Alaska
(6/20/2024)

RR

Arizona
(6/20/2024)

RR

Arkansas
(6/20/2024)

RR

California
(6/20/2024)

RR

Colorado
(6/20/2024)

RR

Connecticut
(6/20/2024)

RR

Delaware
(6/20/2024)

RR

District of Columbia
(6/20/2024)

RR

Florida
(6/20/2024)

RR

Georgia
(6/20/2024)

RR

Hawaii
(6/20/2024)

RR

Idaho
(6/20/2024)

RR

Illinois
(6/20/2024)

RR

Indiana
(6/20/2024)

RR

Iowa
(6/20/2024)

RR

Kansas
(6/20/2024)

RR

Kentucky
(6/20/2024)

RR

Louisiana
(6/20/2024)

RR

Maine
(6/20/2024)

RR

Maryland
(6/20/2024)

RR

Massachusetts
(6/20/2024)

RR

Michigan
(6/20/2024)

RR

Minnesota
(6/20/2024)

RR

Mississippi
(6/20/2024)

RR

Missouri
(6/20/2024)

RR

Montana
(6/20/2024)

RR

Nebraska
(6/21/2024)

RR

Nevada
(6/20/2024)

RR

New Hampshire
(6/20/2024)

RR

New Jersey
(6/20/2024)

RR

New Mexico
(6/20/2024)

RR

New York
(6/20/2024)

RR

North Carolina
(6/20/2024)

RR

North Dakota
(6/20/2024)

RR

Ohio
(6/20/2024)

RR

Oklahoma
(6/20/2024)

RR

Oregon
(6/20/2024)

RR

Pennsylvania
(6/20/2024)

RR

Rhode Island
(6/20/2024)

RR

South Carolina
(6/20/2024)

RR

South Dakota
(6/20/2024)

RR

Tennessee
(6/20/2024)

RR

Texas
(6/20/2024)

RR

Utah
(6/20/2024)

RR

Vermont
(6/20/2024)

RR

Virginia
(6/20/2024)

RR

Washington
(6/20/2024)

RR

West Virginia
(6/20/2024)

RR

Wisconsin
(6/20/2024)

RR

Wyoming
(6/20/2024)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed May 2020About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 2019About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 2014About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Jan 2015About the Series 24 exam

FINRA

SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Nickolai Dolya's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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