Nicole A. Milone

SOLARIS STRATEGIC WEALTH

WAXHAW, NC

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CRD#: 6090060

Professional summary

Nicole Adrienne Milone, who also goes by Nicole Adrienne Crisman, is a registered financial advisor currently at SOLARIS STRATEGIC WEALTH located in Waxhaw, North Carolina and THE LEADERS GROUP, INC. located in Summit, New Jersey.

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

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nicole Adrienne Crisman

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 Nicole Adrienne Milone'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

February 18, 2026 - Present

SOLARIS STRATEGIC WEALTH

RIA

CRD#: 339657

WAXHAW, NC

Current

February 12, 2026 - Present

THE LEADERS GROUP, INC.

Office #1: 475 Springfield Ave, Summit, NJ 07901

CRD#: 37157

SUMMIT, NJ

Past

February 25, 2019 - February 17, 2026

LPL FINANCIAL LLC

RIA

CRD#: 6413

CHARLOTTE, NC

Past

February 25, 2019 - February 17, 2026

LPL FINANCIAL LLC

CRD#: 6413

CHARLOTTE, NC

Past

January 5, 2016 - February 28, 2019

SUMMIT FINANCIAL GROUP INC

RIA

CRD#: 109485

Charlotte, NC

Past

November 3, 2014 - February 28, 2019

SUMMIT BROKERAGE SERVICES, INC.

CRD#: 34643

CHARLOTTE, NC

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(2/12/2026)

Florida
(2/12/2026)

Georgia
(2/12/2026)

Massachusetts
(2/12/2026)

Michigan
(2/12/2026)

Minnesota
(2/12/2026)

Nevada
(2/12/2026)

IAR

Nevada
(2/19/2026)

North Carolina
(2/12/2026)

IAR

North Carolina
(2/18/2026)

South Carolina
(2/12/2026)

IAR

South Carolina
(4/10/2026)

Tennessee
(2/12/2026)

Texas
(2/12/2026)

Washington
(2/12/2026)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/6/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/3/2014

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

SOLARIS STRATEGIC WEALTH

SOLARIS STRATEGIC WEALTH | SOLARIS STRATEGIC WEALTH, LLC

CRD#: 339657 / SEC#:

North Carolina

Registered Investment Advisory firm - (2/18/2026 Approved)

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Contact information

Main Address

Waxhaw, NC

Mailing Address

Phone number

(704) 315-5623

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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

xxxxx@xxxx.xxx

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Nicole A. Milone

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicole Adrienne Milone's CRS (Customer Relationship Summary).

Certified licenses

Experience

SOLARIS STRATEGIC WEALTH

THE LEADERS GROUP, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

SUMMIT FINANCIAL GROUP INC

SUMMIT BROKERAGE SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/6/2015

SIE

Date: 10/1/2018

Series 7

Date: 11/3/2014

FINRA

Current Firm

SOLARIS STRATEGIC WEALTH

Contact information

Documents

Red Flags

Company Information

SOLARIS STRATEGIC WEALTH

TRUST BUT VERIFY

Contact information

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