Nicholas P. Gyeszat

REALITY FINANCIAL PLANNING SERVICES

Sarasota, FL 34233

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CRD#: 6399162

Professional summary

Nicholas Paul Gyeszat, CFP®, CIMA®, who also goes by Nicholas P Gyeszat, is a registered financial advisor currently at REALITY FINANCIAL PLANNING SERVICES, LLC located in Sarasota, Florida.

Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Nicholas has worked at 4 firms and has passed the Series 63 and Series 65 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nicholas P Gyeszat

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 Nicholas Paul Gyeszat's CRS (Customer Relationship Summary).

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: 2021

CIMA^®

Certified Investment Management Analyst

Experience

Current

January 17, 2025 - Present

REALITY FINANCIAL PLANNING SERVICES, LLC

Office #1: 3947 Clark Road, Sarasota, FL 34233

RIA

CRD#: 143352

Sarasota, FL

Past

December 13, 2023 - December 31, 2024

BISON WEALTH, LLC

RIA

CRD#: 299805

Sarasota, FL

Past

March 9, 2018 - December 4, 2023

TRUADVICE LLC

RIA

CRD#: 292482

Sarasota, FL

Past

February 19, 2015 - March 8, 2018

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA

CRD#: 132070

SARASOTA, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

REALITY FINANCIAL PLANNING SERVICES, LLC

DOWNS, JOSEPH P | REALITY FINANCIAL PLANNING SERVICES, LLC

CRD#: 143352 / SEC#: 801-134520

RIA

Registered Investment Advisory firm - (11/13/2025 Approved)

Florida

Registered Investment Advisory firm - (12/1/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Florida
(1/17/2025)

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

State Security Law Exam

Series 63

Date: 6/6/2015

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/7/2015

Uniform Investment Adviser Law Examination

Current Firm

REALITY FINANCIAL PLANNING SERVICES, LLC

DOWNS, JOSEPH P | REALITY FINANCIAL PLANNING SERVICES, LLC

CRD#: 143352 / SEC#: 801-134520

RIA

Registered Investment Advisory firm - (11/13/2025 Approved)

Florida

Registered Investment Advisory firm - (12/1/2025 Terminated)

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Contact information

Main Address

3947 Clark Road, Sarasota, FL 34233

Mailing Address

Phone number

(941) 366-5700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

REALITY FINANCIAL PLANNING SERVICES, LLC FORM ADV PART 2A - NOV 2025 (11/14/2025)

Regulatory assets under management

Total Number of Accounts	460
AUM (Assets Under Management)	$ 116,716,389

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 P. Gyeszat

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

REALITY FINANCIAL PLANNING SERVICES, LLC

BISON WEALTH, LLC

TRUADVICE LLC

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

Primary Firm SEC Registration

REALITY FINANCIAL PLANNING SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/6/2015

Series 65

Date: 2/7/2015

Current Firm

REALITY FINANCIAL PLANNING SERVICES, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REALITY FINANCIAL PLANNING SERVICES, LLC

TRUST BUT VERIFY

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