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Nicolas Zalles

WELCY CAPITAL ADVISORS LLC·MIAMI, Florida
SIE, Series 65Clean record11 years registeredWELCY CAPITAL ADVISORS LLC
1101 BRICKELL AVENUE, MIAMI, FL 33131CRD# 6400652Firm CRD# 154782

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nicolas Zalles · MIAMI, FL
Registration
CRD #6400652 · WELCY CAPITAL ADVISORS LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

WELCY CAPITAL ADVISORS LLC
Feb 2015 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 65
Registration record
First registered · February 6, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WELCY CAPITAL ADVISORS LLC
CRD 154782 · SEC 801-130588
AUM
$151M
Regulatory assets under management
Employees
10
19 client accounts
Services offered by WELCY CAPITAL ADVISORS LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at WELCY CAPITAL ADVISORS LLC →
Introduction

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05

Frequently Asked Questions

What services does Nicolas Zalles offer?
Nicolas Zalles specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MIAMI, Florida for a consultation.
What are Nicolas Zalles's credentials?
Nicolas Zalles is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicolas Zalles located?
Nicolas Zalles is based in MIAMI, Florida, working with WELCY CAPITAL ADVISORS LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Nicolas Zalles charge for services?
Nicolas Zalles's firm is compensated through percentage of aum, performance-based fees, other: consulting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WELCY CAPITAL ADVISORS LLC?
WELCY CAPITAL ADVISORS LLC has approximately 10 employees and manages $151M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WELCY CAPITAL ADVISORS LLC

Philip Robert Henriquez Schemel
MIAMI, FL
Gail Segal
MIAMI, FL

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