AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
NS

Nicholas R. Smith

Some features on this profile are disabled
CRD#: 5637054
NS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Nicholas Robert Smith was a registered financial professional .

Nicholas is a previously registered financial professional and started their career in finance in 2009. Nicholas had worked at 2 firms and has passed the Series 65 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.
Los Angeles Valley College NOT investment related 5800 Fulton Avenue, Valley Glen, CA 91401 Adjunct Professor- Business Department Start Date: 2017 devote approximate 15 hours a month- NONE of those hours are during securities trading hours. My duties are as a teacher to students in the community college. I teach 1 (one) online class per semester. The class is a personal finance course.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

May 8, 2020 - July 29, 2022

MCCABE CAPITAL ADVISORS, LLC

RIA
CRD#: 307769
PARKER, CO
Past

February 26, 2009 - March 31, 2009

BRIGHT TRADING, LLC

BD
CRD#: 34702
HENDERSON, NV

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 2/7/2020
Uniform Investment Adviser Law Examination
General Industry/Product Exam

Current Firm


MC
MCCABE CAPITAL ADVISORS, LLC
MCCABE CAPITAL ADVISORS, LLC

CRD#: 307769 / SEC#:

Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Parker, CO
Mailing Address
Phone number
(818) 314-5822
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts4
AUM (Assets Under Management)$ 532,279

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


MCCABE CAPITAL ADVISORS, LLC

CRD#: 307769

TRUST BUT VERIFY

Monitor Nicholas Smith

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics