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Nicholas A Chiricosta

UTOPIA WEALTH MANAGEMENT, LLC·COCONUT CREEK, Florida
Clean record7 years registeredUTOPIA WEALTH MANAGEMENT, LLC
6810 N. STATE RD. 7, COCONUT CREEK, FL 33073CRD# 7058165Firm CRD# 300266

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nicholas A Chiricosta · COCONUT CREEK, FL
Registration
CRD #7058165 · UTOPIA WEALTH MANAGEMENT, LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

UTOPIA WEALTH MANAGEMENT, LLC
Feb 2019 – present
02

Registrations & Exams

Registration record
First registered · February 15, 2019
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
UTOPIA WEALTH MANAGEMENT, LLC
CRD 300266 · SEC 801-116740
AUM
$173M
Regulatory assets under management
Employees
2
174 client accounts
Services offered by UTOPIA WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at UTOPIA WEALTH MANAGEMENT, LLC →
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Frequently Asked Questions

What services does Nicholas A Chiricosta offer?
Nicholas A Chiricosta specializes in Financial Planning, Investment Management. Contact their office in COCONUT CREEK, Florida for a consultation.
What are Nicholas A Chiricosta's credentials?
Nicholas A Chiricosta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicholas A Chiricosta located?
Nicholas A Chiricosta is based in COCONUT CREEK, Florida, working with UTOPIA WEALTH MANAGEMENT, LLC. Their office serves clients in the COCONUT CREEK metropolitan area and surrounding communities.
How does Nicholas A Chiricosta charge for services?
Nicholas A Chiricosta's firm is compensated through percentage of aum, hourly charges, other: wealth planning consulting engagement-fees range from $5k-$20k. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UTOPIA WEALTH MANAGEMENT, LLC?
UTOPIA WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $173M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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