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Nicholas Steven Preddice

AFFINITY BST ADVISORS, LLC·ALBANY, New York
Unclaimed Profile
4 TOWER PLACE, ALBANY, NY 12203CRD# 2207157Firm CRD# 283819
01

About

Nicholas Steven Preddice is a registered financial advisor based in ALBANY, New York, affiliated with AFFINITY BST ADVISORS, 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
THE AFFINITY GROUP, LLC
THE AFFINITY GROUP, LLC
AUM
$157K
Regulatory assets under management
Employees
5
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: REFERRAL FEES
Regulatory
SEC/IARD CRD# 2207157
Firm CRD# 283819
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Nicholas Steven Preddice offer?
Nicholas Steven Preddice specializes in Financial Planning, Investment Management. Contact their office in ALBANY, New York for a consultation.
What are Nicholas Steven Preddice's credentials?
Nicholas Steven Preddice is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicholas Steven Preddice located?
Nicholas Steven Preddice is based in ALBANY, New York, working with AFFINITY BST ADVISORS, LLC. Their office serves clients in the ALBANY metropolitan area and surrounding communities.
How does Nicholas Steven Preddice charge for services?
Nicholas Steven Preddice's firm is compensated through percentage of aum, subscription fees, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AFFINITY BST ADVISORS, LLC?
AFFINITY BST ADVISORS, LLC has approximately 5 employees and manages $157K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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