Nickolas E. Reilly

ONE DAY WEALTH

Seattle, WA

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CRD#: 5808993

Professional summary

Nickolas Eric Reilly, CFP®, who also goes by Nick Reilly, is a registered financial advisor currently at ONE DAY WEALTH located in Seattle, Washington.

Nickolas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Nickolas has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Investment Planning

Retirement Planning

Employee and Employer Plan Ben...

Small Business Planning

Comprehensive Financial Planni...

Inheritance

Do you have an area of expertise or specialization?

AUM

Business Owners

Entrepreneurs

Financial Psychology/Coaching

Fixed Fee (Subscription, Retai...

Generation X

Are you a "fiduciary"?

Yes

Aliases

Nick Reilly

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.

Owner of One Day LLC providing financial planning and wealth management; Start date: 8/12/2018; Investment related; Full-time; Seattle, WA.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nickolas Eric Reilly'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®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

August 22, 2018 - Present

ONE DAY WEALTH

RIA

CRD#: 296786

Seattle, WA

Past

August 27, 2025 - September 18, 2025

SAVVY

RIA

CRD#: 318493

Seattle, WA

Past

November 1, 2022 - March 25, 2024

COLUMBIA ADVISORY PARTNERS, LLC

RIA

CRD#: 171616

Seattle, WA

Past

March 11, 2016 - January 25, 2018

CORNERSTONE ADVISORS INC

RIA

CRD#: 110908

BELLEVUE, WA

Past

August 28, 2014 - February 23, 2016

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

SEATTLE, WA

Past

July 30, 2014 - February 23, 2016

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

SEATTLE, WA

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

Washington
(8/22/2018)

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 66

Date: 8/28/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 2/23/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/29/2014

General Securities Representative Examination

Current Firm

ONE DAY WEALTH

ONE DAY ADVICE | ONE DAY WEALTH | ONE DAY LLC

CRD#: 296786 / SEC#:

Washington

Registered Investment Advisory firm - (8/22/2018 Approved)

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Contact information

Main Address

Seattle, WA

Mailing Address

Phone number

(425) 243-7020

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	183
AUM (Assets Under Management)	$ 34,104,998

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.

Contact information

(xxx) xxx-xxxx

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Nickolas E. Reilly

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nickolas Eric Reilly's CRS (Customer Relationship Summary).

Certified licenses

Experience

ONE DAY WEALTH

SAVVY

COLUMBIA ADVISORY PARTNERS, LLC

CORNERSTONE ADVISORS INC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/28/2014

SIE

Date: 2/23/2016

Series 7

Date: 7/29/2014

Current Firm

ONE DAY WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ONE DAY WEALTH

TRUST BUT VERIFY

Contact information

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