Niklas K. Oskarsson
Professional summary
Niklas Karl Oskarsson, who also goes by Niklas Karl Erik Oskarsson, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Virginia Beach, Virginia.
Niklas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Niklas has worked at 3 firms and has passed the Series 63, Series 65, SIE, Series 87 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Niklas Karl Oskarsson's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 5, 2021 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 948 Laskin Rd - Ste 201, Virginia Beach, VA 23451November 3, 2015 - May 26, 2016
SIDOTI & COMPANY, LLC
April 7, 2015 - October 5, 2015
VIRGINIA GLOBAL ASSET MANAGEMENT, LLC
February 1, 2011 - December 31, 2014
VIRGINIA GLOBAL ASSET MANAGEMENT, LLC
June 10, 2010 - December 31, 2010
VIRGINIA GLOBAL ASSET MANAGEMENT, LLC
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/5/2021)
Exams
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
Red Flags
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