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NA

Nicolas T. Abrams

OPULENTIA
Hunt Valley, MD 21031
Some features on this profile are disabled
CRD#: 7529846
NA

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 .

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Nicolas Abrams

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

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Nicolas Troy Abrams'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®
None

Experience


Current

April 4, 2022 - Present

OPULENTIA, LLC

Office #1: 11350 Mccormick Road Executive Plaza 1 Ste. 301, Hunt Valley, MD 21031
RIA
CRD#: 314197
Hunt Valley, MD

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
Maryland
(4/4/2022)

Exams


Current Firm


OL
OPULENTIA, LLC
OPULENTIA, LLC

CRD#: 314197 / SEC#:

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


Main Address
11350 Mccormick Road Executive Plaza 1 Ste. 301, Hunt Valley, MD 21031
Mailing Address
Phone number
(410) 740-6844
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts127
AUM (Assets Under Management)$ 33,032,930

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


OPULENTIA, LLC

CRD#: 314197Hunt Valley, MD 21031

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