Nicholas Orr

AERODIGM WEALTH

LAKE OSWEGO, OR 97035

CRD#: 4990665

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Professional summary

Nicholas Orr, who also goes by Nicholas Robert Orr, is a registered financial advisor currently at AERODIGM WEALTH LLC located in Lake Oswego, Oregon.

Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Nicholas has worked at 5 firms and has passed the Series 65, Series 63, Series 79TO, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Nicholas Robert Orr

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Orr's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 28, 2026 - Present

AERODIGM WEALTH LLC

Office #1: 5885 Meadows Road Suite 200, Lake Oswego, OR 97035

RIA

CRD#: 282312

LAKE OSWEGO, OR

Past

January 7, 2021 - August 24, 2021

M&A SECURITIES GROUP, INC.

CRD#: 39999

KANSAS CITY, MO

Past

September 18, 2017 - September 29, 2020

BNP PARIBAS SECURITIES CORP.

CRD#: 15794

NEW YORK, NY

Past

April 13, 2015 - September 25, 2015

KEYBANC CAPITAL MARKETS INC.

CRD#: 566

PORTLAND, OR

Past

August 23, 2005 - April 13, 2015

PACIFIC CREST SECURITIES LLC

CRD#: 6619

PORTLAND, OR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AERODIGM WEALTH LLC

AERODIGM WEALTH LLC | DELAP WEALTH ADVISORY, LLC

CRD#: 282312 / SEC#: 801-118278

RIA

Registered Investment Advisory firm - (3/24/2020 Approved)

Oregon

Registered Investment Advisory firm - (3/1/2021 Terminated)

Texas

Registered Investment Advisory firm - (3/26/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oregon
(6/28/2026)

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

State Security Law Exam

IAR

Series 65

Date: 6/24/2026

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/3/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 12/7/2018

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/22/2005

General Securities Representative Examination

Current Firm

AERODIGM WEALTH LLC

AERODIGM WEALTH LLC | DELAP WEALTH ADVISORY, LLC

CRD#: 282312 / SEC#: 801-118278

RIA

Registered Investment Advisory firm - (3/24/2020 Approved)

Oregon

Registered Investment Advisory firm - (3/1/2021 Terminated)

Texas

Registered Investment Advisory firm - (3/26/2020 Terminated)

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Contact information

Main Address

5885 Meadows Road Suite 200, Lake Oswego, OR 97035

Mailing Address

Phone number

(503) 697-4118

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AERODIGM WEALTH FORM ADV PART 2A (1/12/2026)

Regulatory assets under management

Total Number of Accounts	819
AUM (Assets Under Management)	$ 1,463,229,855

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/10/2025	Cover Page	Report
02/24/2024	Cover Page	Report
01/28/2023	Cover Page	Report

Red Flags

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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Firm Stability Insights

Nicholas Orr

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Orr's CRS (Customer Relationship Summary).

Certified licenses

Experience

M&A SECURITIES GROUP, INC.

BNP PARIBAS SECURITIES CORP.

KEYBANC CAPITAL MARKETS INC.

PACIFIC CREST SECURITIES LLC

Primary Firm SEC Registration

AERODIGM WEALTH LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/24/2026

Series 63

Date: 10/3/2005

Series 79TO

Date: 12/7/2018

SIE

Date: 10/1/2018

Series 7

Date: 8/22/2005

Current Firm

AERODIGM WEALTH LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

AERODIGM WEALTH LLC

TRUST BUT VERIFY

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