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Nicholas A Chiricosta

UTOPIA WEALTH MANAGEMENT, LLC·COCONUT CREEK, Florida
Unclaimed Profile
6810 N. STATE RD. 7, COCONUT CREEK, FL 33073CRD# 7058165Firm CRD# 300266
01

About

Nicholas A Chiricosta is a registered financial advisor based in COCONUT CREEK, Florida, affiliated with UTOPIA WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
UTOPIA WEALTH MANAGEMENT, LLC
UTOPIA WEALTH MANAGEMENT, LLC
AUM
$173M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at UTOPIA WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: WEALTH PLANNING CONSULTING ENGAGEMENT-FEES RANGE FROM $5K-$20K
Regulatory
SEC/IARD CRD# 7058165
Firm CRD# 300266
No disclosures on file
View on FINRA BrokerCheck →

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05

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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City Guides
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Research
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