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Nicole M. Lapin

CONNECTIVE WEALTH PARTNERS
LOS ANGELES, CA
CRD#: 8205416
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NL
Nicole Miriam LapinCONNECTIVE WEALTH PARTNERS

Professional summary

Nicole Miriam Lapin is a registered financial advisor currently at CONNECTIVE WEALTH PARTNERS, LLC located in Los Angeles, California.

Nicole is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Nicole has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicole Miriam Lapin'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

December 24, 2025 - Present

CONNECTIVE WEALTH PARTNERS, LLC

RIA
CRD#: 335624
LOS ANGELES, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CONNECTIVE WEALTH PARTNERS, LLC
CONNECTIVE WEALTH PARTNERS | THE FINANCIAL GYM | CONNECTIVE WEALTH PARTNERS, LLC

CRD#: 335624 / SEC#: 801-132738

RIA
Registered Investment Advisory firm - (5/7/2025 Approved)

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
California
(12/24/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/28/2025
Uniform Investment Adviser Law Examination

Current Firm

CW
CONNECTIVE WEALTH PARTNERS, LLC
CONNECTIVE WEALTH PARTNERS | THE FINANCIAL GYM | CONNECTIVE WEALTH PARTNERS, LLC

CRD#: 335624 / SEC#: 801-132738

RIA
Registered Investment Advisory firm - (5/7/2025 Approved)
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Contact information

Main Address
205 Hudson Street Floor 8, New York, NY 10013
Mailing Address
Phone number
(603) 498-1854
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CONNECTIVE WEALTH PARTNERS LLC DISCLOSURE BROCHURE (1/26/2026)

Regulatory assets under management

Total Number of Accounts576
AUM (Assets Under Management)$ 36,656,856

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

CONNECTIVE WEALTH PARTNERS, LLC

CRD#: 335624Los Angeles, CA

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