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Nickolas Moriates

TRIDENT ADVISORY PARTNERS
CHARLOTTE, NC 28202
CRD#: 8120353
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NM
Nickolas MoriatesTRIDENT ADVISORY PARTNERS

Professional summary


Nickolas Moriates, who also goes by Nicco Rudolph Moriates, Nicco Moriates, Nickolas Rudolph Moriates, is a registered financial advisor currently at TRIDENT ADVISORY PARTNERS, LLC located in Charlotte, North Carolina.

Nickolas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Nickolas has worked at 1 firm and has passed the Series 63, Series 65 and SIE exams.

At a Glance


Always Fiduciary

Aliases


Nicco Rudolph Moriates | Nicco Moriates | Nickolas Rudolph Moriates

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 Nickolas Moriates'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

June 17, 2025 - Present

TRIDENT ADVISORY PARTNERS, LLC

Office #1: 600 S Tryon Street Floor 18, Charlotte, NC 28202
RIA
CRD#: 326959
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
(6/17/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 4/14/2025
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


TA
TRIDENT ADVISORY PARTNERS, LLC
TRIDENT ADVISORY PARTNERS, LLC | TRIDENT STRATEGIC PARTNERS, LLC | TRIDENT STRATEGIC PARTNERS

CRD#: 326959 / SEC#:

North Carolina
Registered Investment Advisory firm - (9/29/2023 Approved)
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Contact information


Main Address
615 S College St Floor 9, Charlotte, NC 28202
Mailing Address
Phone number
(704) 302-1606
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV
0

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


TRIDENT ADVISORY PARTNERS, LLC

CRD#: 326959Charlotte, NC 28202

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