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Nickolaus Christopher Von Dohlen

CROSSGATE WEALTH ADVISORS, LLC·YARDLEY, Pennsylvania
Series 65Clean record7 years registeredCROSSGATE WEALTH ADVISORS, LLC
605 FLORAL VALE BLVD., YARDLEY, PA 19067-5528CRD# 7006364Firm CRD# 121856

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nickolaus Christopher Von Dohlen · YARDLEY, PA
Registration
CRD #7006364 · CROSSGATE WEALTH ADVISORS, LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

CROSSGATE WEALTH ADVISORS, LLC
Dec 2018 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · December 12, 2018
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CROSSGATE WEALTH ADVISORS, LLC
CRD 121856 · SEC 801-80475
AUM
$209M
Regulatory assets under management
Employees
3
760 client accounts
Services offered by CROSSGATE WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CROSSGATE WEALTH ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Nickolaus Christopher Von Dohlen offer?
Nickolaus Christopher Von Dohlen specializes in Financial Planning, Investment Management. Contact their office in YARDLEY, Pennsylvania for a consultation.
What are Nickolaus Christopher Von Dohlen's credentials?
Nickolaus Christopher Von Dohlen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nickolaus Christopher Von Dohlen located?
Nickolaus Christopher Von Dohlen is based in YARDLEY, Pennsylvania, working with CROSSGATE WEALTH ADVISORS, LLC. Their office serves clients in the YARDLEY metropolitan area and surrounding communities.
How does Nickolaus Christopher Von Dohlen charge for services?
Nickolaus Christopher Von Dohlen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CROSSGATE WEALTH ADVISORS, LLC?
CROSSGATE WEALTH ADVISORS, LLC has approximately 3 employees and manages $209M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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John David Rea
YARDLEY, PA

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