Nicolas John Pesci
Professional Summary
Nicolas John Pesci, who also goes by Nico Pesci, is a registered financial advisor currently at TRIAD WEALTH PARTNERS, LLC located in Orem, Utah. Nicolas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Nicolas has worked at 5 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Nico Pesci
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
6 years in the financial services industry
Current & Past Employments
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Current Firm
28TEN GROUP | VANTAGE WEALTH PARTNERS | VANTAGE WEALTH MANAGEMENT | TRIAD WEALTH PARTNERS, LLC | SULLIVAN FINANCIAL PARTNERS | STRATEGIC WEALTH ASSET MANAGEMENT | STRATEGIC WEALTH ALLIANCE GROUP | STINE WEALTH AND TAX | STINE TAX AND WEALTH MANAGEMENT | SONORAN WEALTH SYSTEMS | SLATE RIVER FINANCIAL | PROSPERITY WEALTH | PROSPERITY GROWTH STRATEGIES WEALTH MANAGEMENT | PARAMOUNT WEALTH GROUP | MOMENTUM WEALTH | MILES FINANCIAL GROUP | LEFT TACKLE ADVISORS | LAKEVIEW RETIREMENT PLANNING | CHOULES FINANCIAL | CHADWICK FINANCIAL | ALICORN FINANCIAL
Contact Information
Main Address
805 New Hampshire Unit A, Lawrence, KS 66044Phone Number
(785) 830-0000# of Employees
46SEC notice filing (38 States and Territories)
Registered to provide investment advisory services in 38 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
8,187AUM (Assets Under Management)
$1,526,606,248Similar Advisors
EAGLE STRATEGIES LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
28TEN GROUP | VANTAGE WEALTH PARTNERS | VANTAGE WEALTH MANAGEMENT | TRIAD WEALTH PARTNERS, LLC | SULLIVAN FINANCIAL PARTNERS | STRATEGIC WEALTH ASSET MANAGEMENT | STRATEGIC WEALTH ALLIANCE GROUP | STINE WEALTH AND TAX | STINE TAX AND WEALTH MANAGEMENT | SONORAN WEALTH SYSTEMS | SLATE RIVER FINANCIAL | PROSPERITY WEALTH | PROSPERITY GROWTH STRATEGIES WEALTH MANAGEMENT | PARAMOUNT WEALTH GROUP | MOMENTUM WEALTH | MILES FINANCIAL GROUP | LEFT TACKLE ADVISORS | LAKEVIEW RETIREMENT PLANNING | CHOULES FINANCIAL | CHADWICK FINANCIAL | ALICORN FINANCIAL
State Registrations and Notice Filings
(11/14/2025)
(10/31/2025)
(11/3/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Nicolas John Pesci's CRS (Customer Relationship Summary).
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