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Alex S Nikulin

Alex S. Nikulin

UPTICK PARTNERS | VP, Financial Consultant
PORTSMOUTH, NH
Some features on this profile are disabled
CRD#: 5343744
Alex S Nikulin

Professional summary

Alex S Nikulin, CFP®, who also goes by Alex Sergei Nikulin, Jeff Sergei Nikulin, Jevgeni S Nikulin, Jevgeni Sergei Nikulin, is a registered financial advisor currently at UPTICK PARTNERS, LLC located in Portsmouth, New Hampshire.

Alex is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Alex has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Biography

Great financial planning starts with getting to know the client. I take my time to learn each client's overall financial situation and work together on coming up with an appropriate financial plan. I touch base with my clients multiple times a year to make sure we are staying on top of any changes around their financial circumstances and providing an update around the markets. I've been a Certified Financial Planner since 2013 and started my career with Fidelity Investments in May of 2007.

Question & Answer

What are your service offerings?
Tax Planning
Estate Planning
Retirement Planning
Investment Planning
Comprehensive Financial Planni...
Insurance Planning
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes

Aliases

Alex Sergei Nikulin | Jeff Sergei Nikulin | Jevgeni S Nikulin | Jevgeni Sergei Nikulin

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 Alex S Nikulin'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®
CFP®

Certified Financial Planner

Start date: 2013

Education

University of North Florida

Financial Services - Finance

2012

Experience

Current

May 5, 2026 - Present

UPTICK PARTNERS, LLC

RIA
CRD#: 324250
PORTSMOUTH, NH
Past

March 31, 2025 - April 13, 2026

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
MERRIMACK, NH
Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
MERRIMACK, NH
Past

August 26, 2010 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
MERRIMACK, NH
Past

August 23, 2007 - April 13, 2026

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
MERRIMACK, NH

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".
UP
UPTICK PARTNERS, LLC
BAXTER ADVISORS, LLC | UPTICK PARTNERS, LLC | OLYMPUS WEALTH STRATEGIES | HOLISTIC PLANNING, LLC | DVORAK FINANCIAL PLANNING | COPPERTREE FINANCIAL PLANNING

CRD#: 324250 / SEC#: 801-127235

RIA
Registered Investment Advisory firm - (1/20/2023 Approved)

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
New Hampshire
(5/5/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/25/2010
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 8/28/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/22/2007
General Securities Representative Examination

Current Firm

UP
UPTICK PARTNERS, LLC
BAXTER ADVISORS, LLC | UPTICK PARTNERS, LLC | OLYMPUS WEALTH STRATEGIES | HOLISTIC PLANNING, LLC | DVORAK FINANCIAL PLANNING | COPPERTREE FINANCIAL PLANNING

CRD#: 324250 / SEC#: 801-127235

RIA
Registered Investment Advisory firm - (1/20/2023 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
777 East Austin, Nacogdoches, TX 75965
Mailing Address
Phone number
(936) 800-0800
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (16 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (1/12/2026)

Regulatory assets under management

Total Number of Accounts2,583
AUM (Assets Under Management)$ 688,095,249

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.

Company Information

UPTICK PARTNERS, LLC

VP, Financial ConsultantCRD#: 324250Portsmouth, NH

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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