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Nicholas Winstead

CHANGING PARAMETERS
Los Altos, CA 94022
Some features on this profile are disabled
CRD#: 7353567
NW

Professional summary

Nicholas Winstead is a registered financial advisor currently at CHANGING PARAMETERS, LLC located in Los Altos, California.

Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Nicholas has worked at 1 firm and has passed the Series 65 exam.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Winstead'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®
None

Experience

Current

September 23, 2022 - Present

CHANGING PARAMETERS, LLC

Office #1: 201 Main Street Suite 150, Los Altos, CA 94022
RIA
CRD#: 132551
Los Altos, CA

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".
CP
CHANGING PARAMETERS, LLC
CHANGING PARAMETERS, LLC

CRD#: 132551 / SEC#: 801-63495

RIA
Registered Investment Advisory firm - (9/10/2004 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
California
(9/23/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/23/2022
Uniform Investment Adviser Law Examination

Current Firm

CP
CHANGING PARAMETERS, LLC
CHANGING PARAMETERS, LLC

CRD#: 132551 / SEC#: 801-63495

RIA
Registered Investment Advisory firm - (9/10/2004 Approved)
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Contact information

Main Address
201 Main Street Suite 150, Los Altos, CA 94022
Mailing Address
171 Main Street Suite 260, Los Altos, CA 94022
Phone number
(650) 327-7705
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CHANGING PARAMETERS, LLC FORM ADV PART 2A - FIRM BROCHURE (JAN 2024) (1/21/2025)

Regulatory assets under management

Total Number of Accounts255
AUM (Assets Under Management)$ 102,336,811

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

CHANGING PARAMETERS, LLC

CRD#: 132551Los Altos, CA 94022

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