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Nicholas A. Allsop

LIBERTY FORGE
BOSTON, MA 02116
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CRD#: 7861430
NA
Nicholas Anthony AllsopLIBERTY FORGE

Professional summary

Nicholas Anthony Allsop, who also goes by Nick Allsop, is a registered financial advisor currently at LIBERTY FORGE LLC located in Boston, Massachusetts and PURSHE KAPLAN STERLING INVESTMENTS located in Boston, Massachusetts.

Nicholas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Nicholas has worked at 3 firms and has passed the Series 63, Series 7TO and SIE exams.

Aliases

Nick Allsop

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.
1. Liberty Forge LLC dba Civic Financial. Investment related. At registered location. RIA. Financial Advisor. Start date: 07/2026. 160 hrs/month; all during trading hours. Provide advice to clients. 2. Fixed Insurance. Investment-Related. At Registered Location. Fixed Insurance. Agent. 06/2026. 10 hrs/month. 10 hrs during trading hrs. Provide insurance advice based on the needs of clients. 3. Liberty Sun LLC. Investment-Related. At Registered Location. Insurance. Owner. 06/2026. 5 hrs/month. 5 hrs during trading hrs. I am an owner of Liberty Sun LLC which is our life insurance entity where we receive commissions.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Anthony Allsop'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

August 24, 2026 - Present

LIBERTY FORGE LLC

Office #1: 20 Newbury Street Floor 3, Boston, MA 02116
RIA
CRD#: 343208
BOSTON, MA
Current

July 10, 2026 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 20 Newbury St Fl 3, Boston, MA 02116Office #2: 80 State Street, Albany, NY 12207
BD
CRD#: 35747
Boston, MA
Past

March 4, 2024 - July 2, 2026

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
Boston, MA

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(7/10/2026)
RR
Connecticut
(7/10/2026)
RR
Maryland
(7/13/2026)
RR
Massachusetts
(7/10/2026)
IAR
Massachusetts
(8/24/2026)
RR
New York
(7/10/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 11/25/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/4/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/23/2023
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

LF
LIBERTY FORGE LLC
CIVIC FINANCIAL | LIBERTY FORGE LLC

CRD#: 343208 / SEC#: 801-136732

RIA
Registered Investment Advisory firm - (7/13/2026 120-Day Approval)
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Contact information

Main Address
20 Newbury Street Floor 3, Boston, MA 02116
Mailing Address
Phone number
(617) 239-9340
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A DISCLOSURE BROCHURE (7/16/2026)
0

Red Flags

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Company Information

LIBERTY FORGE LLC

CRD#: 343208Boston, MA 02116

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