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NT

Nicholas L. Trotter

SOLIDARITY WEALTH
LEHI, UT 84048
Some features on this profile are disabled
CRD#: 7404135
NT

Professional summary

Nicholas Lynn Trotter is a registered financial advisor currently at SOLIDARITY WEALTH, LLC located in Lehi, Utah.

Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Nicholas has worked at 1 firm and has passed the SIE exam.

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 Lynn Trotter'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

March 18, 2026 - Present

SOLIDARITY WEALTH, LLC

Office #1: 3600 N Outlet Parkway Suite 200, Lehi, UT 84048
RIA
CRD#: 315843
LEHI, UT

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".
SW
SOLIDARITY WEALTH, LLC
SOLIDARITY WEALTH, LLC

CRD#: 315843 / SEC#: 801-122536

RIA
Registered Investment Advisory firm - (10/22/2021 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
Utah
(3/18/2026)

Exams

General Industry/Product Exam
RR
SIE
Date: 12/12/2022
Securities Industry Essentials Examination

Current Firm

SW
SOLIDARITY WEALTH, LLC
SOLIDARITY WEALTH, LLC

CRD#: 315843 / SEC#: 801-122536

RIA
Registered Investment Advisory firm - (10/22/2021 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
3600 N Outlet Parkway Suite 200, Lehi, UT 84048
Mailing Address
Phone number
(385) 374-1665
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (3 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

FORM ADV 2A - APP 1 - WRAP BROCHURE (9/22/2025)
FORM ADV 2A (9/17/2025)

Regulatory assets under management

Total Number of Accounts748
AUM (Assets Under Management)$ 627,846,624

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

SOLIDARITY WEALTH, LLC

CRD#: 315843Lehi, UT 84048

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