Nicholas Gregory Bohnsack
Professional Summary
Nicholas Gregory Bohnsack is a registered financial advisor currently at STRATEGAS ASSET MANAGEMENT, LLC located in New York, New York and BAIRD STRATEGAS LLC located in New York, New York. Nicholas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Nicholas has worked at 4 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 79, Series 86, Series 87, Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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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
24 years in the financial services industry
Current & Past Employments
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Current Firm
STRATEGAS ASSET MANAGEMENT, LLC
Contact Information
Main Address
52 Vanderbilt Avenue 19th Floor, New York, NY 10017Phone Number
(855) 273-7227# of Employees
26SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
15AUM (Assets Under Management)
$458,429,544Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2025 | Cover Page | Report |
| 10/24/2024 | Cover Page | Report |
| 11/15/2023 | Cover Page | Report |
Exempt reporting advisers
| SEC / JURISDICTION | REPORTING STATUS | EFFECTIVE DATE |
|---|---|---|
| Texas | ERA - Withdrawn | 6/6/2017 |
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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.
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Primary Firm SEC Registration
STRATEGAS ASSET MANAGEMENT, LLC
State Registrations and Notice Filings
(2/11/2010)
(9/13/2022)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79 — Investment Banking Registered Representative Examination
Passed Aug 2015About the Series 79 examSeries 87 — Research Analyst Exam - Part II Regulations Module
Passed Mar 2005About the Series 87 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Nicholas Gregory Bohnsack's CRS (Customer Relationship Summary).
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