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NH

Nicholas J. Hebert

WHITTIER GREEN WEALTH MANAGEMENT
CENTURY CITY, CA 90067
Some features on this profile are disabled
CRD#: 6602799
NH
Nicholas Joseph HebertWHITTIER GREEN WEALTH MANAGEMENT

Professional summary

Nicholas Joseph Hebert is a registered financial advisor currently at WHITTIER GREEN WEALTH MANAGEMENT LLC located in Century City, California.

Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Nicholas has worked at 4 firms and has passed the Series 65, Series 63, Series 79TO, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

None

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 Joseph Hebert'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 16, 2026 - Present

WHITTIER GREEN WEALTH MANAGEMENT LLC

Office #1: 1801 Century Park East, Century City, CA 90067
RIA
CRD#: 343079
CENTURY CITY, CA
Past

January 30, 2023 - February 16, 2024

HOULIHAN LOKEY CAPITAL, INC.

BD
CRD#: 17708
LOS ANGELES, CA
Past

August 9, 2021 - December 22, 2022

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
NEW YORK, NY
Past

March 30, 2016 - April 30, 2020

GELBER SECURITIES, LLC

BD
CRD#: 18367
CHICAGO, IL

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
California
(7/16/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/22/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/14/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 8/9/2021
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/22/2016
General Securities Representative Examination

Current Firm

WG
WHITTIER GREEN WEALTH MANAGEMENT LLC
WHITTIER GREEN WEALTH MANAGEMENT LLC

CRD#: 343079 / SEC#:

California
Registered Investment Advisory firm - (7/16/2026 Approved)
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Contact information

Main Address
1801 Century Park East, Century City, CA 90067
Mailing Address
Phone number
(310) 590-9802
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

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Company Information

WHITTIER GREEN WEALTH MANAGEMENT LLC

CRD#: 343079Century City, CA 90067

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