Nicholas C. Shoulta

BEACON CAPITAL MANAGEMENT

Franklin, TN 37067

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CRD#: 7119614

Professional summary

Nicholas Craig Shoulta, CFP®, who also goes by Nick Shoulta, is a registered financial advisor currently at BEACON CAPITAL MANAGEMENT, LLC located in Franklin, Tennessee.

Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Nicholas has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nick Shoulta

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.

Insurance Agent, Sales of Insurance products including annuities. Approximately 5 hours a month beginning in March 2021

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Craig Shoulta'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: 2022

Experience

Current

April 26, 2021 - Present

BEACON CAPITAL MANAGEMENT, LLC

Office #1: 751 Cool Springs Blvd Suite 106, Franklin, TN 37067

RIA

CRD#: 156228

Franklin, TN

Past

July 2, 2020 - October 23, 2020

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

BRENTWOOD, TN

Past

May 27, 2020 - October 23, 2020

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

BRENTWOOD, TN

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".

BEACON CAPITAL MANAGEMENT, LLC

BEACON CAPITAL MANAGEMENT, LLC | MAXSON, JONATHAN | BEACON FINANCIAL GROUP, LLC

CRD#: 156228 / SEC#: 801-106678

RIA

Registered Investment Advisory firm - (9/23/2015 Approved)

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

Tennessee
(4/26/2021)

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: 6/26/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/27/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 5/8/2020

Securities Industry Essentials Examination

Current Firm

BEACON CAPITAL MANAGEMENT, LLC

BEACON CAPITAL MANAGEMENT, LLC | MAXSON, JONATHAN | BEACON FINANCIAL GROUP, LLC

CRD#: 156228 / SEC#: 801-106678

RIA

Registered Investment Advisory firm - (9/23/2015 Approved)

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Contact information

Main Address

751 Cool Springs Blvd Suite 106, Franklin, TN 37067

Mailing Address

Phone number

(615) 224-9794

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BEACON FORM ADV 2A UPDATE (3/25/2025)

Regulatory assets under management

Total Number of Accounts	5,398
AUM (Assets Under Management)	$ 1,070,557,366

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 C. Shoulta

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Craig Shoulta's CRS (Customer Relationship Summary).

Certified licenses

Experience

BEACON CAPITAL MANAGEMENT, LLC

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

BEACON CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/26/2020

Series 7TO

Date: 5/27/2020

SIE

Date: 5/8/2020

Current Firm

BEACON CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BEACON CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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