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Nicolas Troy Abrams

OPULENTIA
HUNT VALLEY, MD
·CRD# 7529846·4 years experience

Professional Summary

Nicolas Troy Abrams, who also goes by Nicolas Abrams, is a registered financial advisor currently at OPULENTIA, LLC located in Hunt Valley, Maryland. Nicolas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Nicolas has worked at 1 firm.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Nicolas Abrams

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

4 years in the financial services industry

Current & Past Employments

OPULENTIA, LLC·CRD# 314197
RIA
11350 Mccormick Road Executive Plaza 1 Ste. 301, Hunt Valley, MD 21031
April 4, 2022 - Present

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Current Firm

OL
OPULENTIA, LLC

OPULENTIA, LLC

CRD#: 314197
Illinois
Registered Investment Advisory firm - Illinois (1/2/2024 Approved)
Maryland
Registered Investment Advisory firm - Maryland (1/6/2022 Approved)
New York
Registered Investment Advisory firm - New York (7/3/2023 Approved)
North Carolina
Registered Investment Advisory firm - North Carolina (6/6/2023 Approved)
Virginia
Registered Investment Advisory firm - Virginia (10/30/2023 Approved)

Contact Information

Main Address

11350 Mccormick Road Executive Plaza 1 Ste. 301, Hunt Valley, MD 21031

Phone Number

(410) 740-6844

# of Employees

5

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

188

AUM (Assets Under Management)

$46,083,599

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Trocellus Enterprise,LLC Real Estate Partner 09/2018-Present

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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.
IAR
Maryland
(4/4/2022)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

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CRS (Client Relationship Summary) - RIA

Click below to view Nicolas Troy Abrams's CRS (Customer Relationship Summary).

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