NV
Nicholas Ventura
EDEN ADVISORY SERVICES
ALBANY, NY 12205
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CRD#: 7852850
NV
Professional summary
Nicholas Ventura is a registered financial advisor currently at EDEN ADVISORY SERVICES, LLC located in Albany, New York.
Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Nicholas has worked at 1 firm and has passed the Series 65 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.
CRS (Client Relationship Summary) - RIA
Click below to view Nicholas Ventura'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®
NoneExperience
Current
January 4, 2024 - Present
EDEN ADVISORY SERVICES, LLC
Office #1: 187 Wolf Rd Suite 300, Albany, NY 12205RIA
CRD#: 277083
ALBANY, NY
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
New York(1/4/2024)
Current Firm
EA
EDEN ADVISORY SERVICES, LLC
EDEN ADVISORY SERVICES, LLC
CRD#: 277083 / SEC#:
New York
Registered Investment Advisory firm - (1/10/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
187 Wolf Rd Suite 300, Albany, NY 12205
Mailing Address
Phone number
(518) 203-8833
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 385 |
| AUM (Assets Under Management) | $ 23,290,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
