Nicholas A. Netzer

LEO WEALTH AMERICAS

Central Hong Kong, 00000

CRD#: 7435095

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Professional summary

Nicholas Adam Netzer is a registered financial advisor currently at LEO WEALTH AMERICAS, LLC .

Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Nicholas has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.

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 Adam Netzer'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

May 29, 2026 - Present

LEO WEALTH AMERICAS, LLC

Office #1: 6/f, Icbc Tower, Three Garden Road Suites 605-8, Central Hong Kong 00000

RIA

CRD#: 338799

Central Hong Kong,

Past

August 14, 2025 - February 20, 2026

CROSS BORDER WEALTH, LLC

RIA

CRD#: 288330

NEW YORK, NY

Past

June 14, 2024 - August 21, 2025

EAGLE STRATEGIES LLC

RIA

CRD#: 110826

CREVE COEUR, MO

Past

March 14, 2022 - August 21, 2025

NYLIFE SECURITIES LLC

CRD#: 5167

CREVE COEUR, MO

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

Texas
(5/29/2026)

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 65

Date: 6/13/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/26/2022

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/1/2023

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Date: 3/12/2022

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 2/25/2022

Securities Industry Essentials Examination

Current Firm

LEO WEALTH AMERICAS, LLC

CRD#: 338799 / SEC#: 801-135043

RIA

Registered Investment Advisory firm - (2/23/2026 120-Day Approval)

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Contact information

Main Address

860 Airport Freeway Suite 402, Hurst, TX 76054

Mailing Address

Phone number

(817) 354-1090

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

FORM ADV PART 2A (1/28/2026)

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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Advisor Monitoring

Firm Stability Insights

Nicholas A. Netzer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Adam Netzer's CRS (Customer Relationship Summary).

Certified licenses

Experience

CROSS BORDER WEALTH, LLC

EAGLE STRATEGIES LLC

NYLIFE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/13/2024

Series 63

Date: 3/26/2022

Series 7TO

Date: 11/1/2023

Series 6TO

Date: 3/12/2022

SIE

Date: 2/25/2022

Current Firm

LEO WEALTH AMERICAS, LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

LEO WEALTH AMERICAS, LLC

TRUST BUT VERIFY

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