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Nisiar Smith

COURTSIDE WEALTH PARTNERS LLC
ELKINS PARK, PA
Some features on this profile are disabled
CRD#: 7157886
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Professional summary

Nisiar Smith is a registered financial advisor currently at COURTSIDE WEALTH PARTNERS LLC located in Elkins Park, Pennsylvania.

Nisiar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Nisiar has worked at 2 firms and has passed the Series 65, SIE and Series 6TO exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

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.
Nisiar Smith is a Financial Wellbeing Coach at On The Goga, located at 21 S 11th St, Philadelphia, PA 19107. Mr. Smith began this role 05/18/2023 and devotes approximately 4 hours per month, 1 hour during securities trading hours to this activity. In this role he facilitates financial education programming to corporate clients. The programming consists of topics centered around credit education, budgeting, and mindset. This activity is not investment-related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nisiar Smith'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

August 16, 2024 - Present

COURTSIDE WEALTH PARTNERS LLC

RIA
CRD#: 332257
ELKINS PARK, PA
Past

October 4, 2019 - October 23, 2019

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Philadelphia, PA

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
Pennsylvania
(8/16/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/12/2024
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/4/2019
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6TO
Date: 9/17/2019
Investment Company Products/Variable Contracts Representative Examination

Current Firm

CW
COURTSIDE WEALTH PARTNERS LLC
COURTSIDE WEALTH PARTNERS LLC

CRD#: 332257 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (8/16/2024 Approved)
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Contact information

Main Address
Elkins Park, PA
Mailing Address
Phone number
(215) 678-6081
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts1
AUM (Assets Under Management)$ 12,163

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.

Company Information

COURTSIDE WEALTH PARTNERS LLC

CRD#: 332257Elkins Park, PA

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