NM
Nicholas Monterrosa
PARADOX INVESTMENT PARTNERS LLC
Newport Beach, CA 92660
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CRD#: 7228367
NM
Professional summary
Nicholas Monterrosa is a registered financial advisor currently at PARADOX INVESTMENT PARTNERS LLC located in Newport Beach, California.
Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Nicholas has worked at 1 firm .
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Nicholas Monterrosa'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®
NoneExperience
Current
March 12, 2020 - Present
PARADOX INVESTMENT PARTNERS LLC
Office #1: 5000 Birch Street Suite 3000, Newport Beach, CA 92660RIA
CRD#: 307439
Newport Beach, CA
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(3/12/2020)
Exams
Current Firm
PI
PARADOX INVESTMENT PARTNERS LLC
PARADOX INVESTMENT PARTNERS LLC
CRD#: 307439 / SEC#:
California
Registered Investment Advisory firm - (3/12/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5000 Birch Street Suite 3000, Newport Beach, CA 92660
Mailing Address
Phone number
(949) 476-3630
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 14 |
| AUM (Assets Under Management) | $ 5,041,137 |
Red Flags
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