Nicholas Strobelt

AVALON WEALTH PARTNERS

Henderson, NV 89012

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CRD#: 5708987

Professional summary

Nicholas Strobelt, who also goes by Nick Strobelt, is a registered financial advisor currently at AVALON WEALTH PARTNERS located in Henderson, Nevada.

Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Nicholas has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nick Strobelt

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.

Anver, LLC (DBA: Avalon Wealth), Investment-related, 1671 W. Horizon Ridge Pkwy, #211, Henderson, NV 89012, Owner, Start Date: 02/2017, Hours Dedicated: 10-20 hours per month (10 hours per month during trading hours), Duties: financial planning and insurance recommendations/sales, Investment Advisory DBA. Anver Environmental, LLC, Non-Investment-Related, 122 Industrial Park Rd, #210, Henderson, NV 89015, Part Owner -Environmental Services, Start Date: 04/2018, Hours Dedicated: 6-8 hours per month (2-4 hours per month during trading hours). Duties: Provide business operating and strategy guidance for an environmental services company. First Choice Business Brokers, Non investment related, 5420 W Sahara Ave, Suite 200, Las Vegas, NV 89146, Business Broker, Independent Contractor, Started 10/2021, 5 hours/month devoted, 0 hours/month devoted during securities trading hours, Assist business owners with selling their business to a buyer.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Strobelt's 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

July 19, 2023 - Present

AVALON WEALTH PARTNERS

Office #1: 1671 W. Horizon Ridge Pkwy Suite 211, Henderson, NV 89012

RIA

CRD#: 327255

Henderson, NV

Past

May 19, 2014 - January 31, 2024

BROOKSTONE WEALTH ADVISORS, LLC

RIA

CRD#: 137658

Henderson, NV

Past

April 15, 2010 - May 5, 2014

FHN FINANCIAL MAIN STREET ADVISORS, LLC

RIA

CRD#: 133719

LAS VEGAS, NV

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

Nevada
(7/19/2023)

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: 4/6/2010

Uniform Investment Adviser Law Examination

Current Firm

AVALON WEALTH PARTNERS

AVALON WEALTH PARTNERS | AVALON WEALTH PARTNERS LLC

CRD#: 327255 / SEC#:

Nevada

Registered Investment Advisory firm - (6/19/2023 Approved)

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Contact information

Main Address

1671 W. Horizon Ridge Pkwy Suite 211, Henderson, NV 89012

Mailing Address

Phone number

(702) 342-8660

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	19
AUM (Assets Under Management)	$ 6,000,000

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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Nicholas Strobelt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

AVALON WEALTH PARTNERS

BROOKSTONE WEALTH ADVISORS, LLC

FHN FINANCIAL MAIN STREET ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/6/2010

Current Firm

AVALON WEALTH PARTNERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AVALON WEALTH PARTNERS

TRUST BUT VERIFY

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