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Nicholas A. O'kelly

CADENCE WEALTH PARTNERS
CONCORD, NC 28025
Some features on this profile are disabled
CRD#: 7730034
NO

Professional summary

Nicholas Alan O'kelly, who also goes by Nicholas O'kelly, Nicholas Alan Okelly, is a registered financial advisor currently at CADENCE WEALTH PARTNERS, LLC located in Concord, North Carolina.

Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Nicholas has worked at 3 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Nicholas O'kelly | Nicholas Alan Okelly

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 Alan O'kelly'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

March 19, 2024 - Present

CADENCE WEALTH PARTNERS, LLC

Office #1: 845 Church St N Suite 205, Concord, NC 28025
RIA
CRD#: 329274
CONCORD, NC
Past

September 6, 2023 - March 15, 2024

REALTA EQUITIES, INC.

BD
CRD#: 23769
Charlotte, NC
Past

April 27, 2023 - March 16, 2024

SPARTA WEALTH PARTNERS

RIA
CRD#: 318036
CHARLOTTE, NC

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
North Carolina
(3/19/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 4/8/2023
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 4/7/2023
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/6/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/6/2023
Securities Industry Essentials Examination

Current Firm

CW
CADENCE WEALTH PARTNERS, LLC
CADENCE WEALTH PARTNERS | CADENCE WEALTH PARTNERS, LLC

CRD#: 329274 / SEC#:

Florida
Registered Investment Advisory firm - (4/18/2024 Approved)
North Carolina
Registered Investment Advisory firm - (2/29/2024 Approved)
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Contact information

Main Address
845 Church St N Suite 205, Concord, NC 28025
Mailing Address
Phone number
(704) 493-6919
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts97
AUM (Assets Under Management)$ 43,275,000

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

CADENCE WEALTH PARTNERS, LLC

CRD#: 329274Concord, NC 28025

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