Nickolas Daniels

TRINITY WEALTH SOLUTIONS

STERLING HEIGHTS, MI 48312

CRD#: 8261619

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Professional summary

Nickolas Daniels is a registered financial advisor currently at TRINITY WEALTH SOLUTIONS LLC located in Sterling Heights, Michigan.

Nickolas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Nickolas 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 Nickolas Daniels'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

May 4, 2026 - Present

TRINITY WEALTH SOLUTIONS LLC

Office #1: 38800 Van Dyke Ave. 800, Sterling Heights, MI 48312

RIA

CRD#: 324183

STERLING HEIGHTS, MI

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

Michigan
(5/4/2026)

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Exams

State Security Law Exam

IAR

Series 65

Date: 5/2/2026

Uniform Investment Adviser Law Examination

Current Firm

TRINITY WEALTH SOLUTIONS LLC

CRD#: 324183 / SEC#:

Michigan

Registered Investment Advisory firm - (12/20/2022 Approved)

Texas

Registered Investment Advisory firm - (1/18/2024 Conditional Restricted)

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Contact information

Main Address

38800 Van Dyke Ave. 800, Sterling Heights, MI 48312

Mailing Address

Phone number

(586) 873-8156

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	109
AUM (Assets Under Management)	$ 53,093,327

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.

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Nickolas Daniels

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nickolas Daniels's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRINITY WEALTH SOLUTIONS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/2/2026

Current Firm

TRINITY WEALTH SOLUTIONS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TRINITY WEALTH SOLUTIONS LLC

TRUST BUT VERIFY

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