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Nicholas Gregory Bohnsack

Strategas Asset Management, LLC

New York, NY

CRD 4571796

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Employer firm

Strategas Asset Management, LLC CRD 172000

$458M regulatory AUM 8 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • DELIVERY OF MODEL PORTFOLIOS

From the firm’s Form ADV. Read the guides:

Current Employers
Strategas Asset Management, Llc

52 Vanderbilt Avenue 19Th Floor, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-09-13
  • PA RA
    APPROVED
    Since 2022-09-13

Branch Locations

52 Vanderbilt Avenue 19Th Floor, New York, NY 10017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Strategas Securities, Llc Dba Strategas Research Partners, Llc New York NY 09/2008 Present
Strategas Asset Management, Llc New York NY 09/2014 Present
  • 09/2008 → Present
    Strategas Securities, Llc Dba Strategas Research Partners, Llc
    New York, NY
  • 09/2014 → Present
    New York, NY
Other Businesses

Name/Address: WYCHMERE PARTNERS, LLC. LOCATED AT OLD GREENWICH, CT 06870 Start Date: 12/31/14 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-2 hours/month Role/Responsibility: General Partner; Family investments Investment Related Name/Address: Analogue Lounge 19 West 8th Street New York NY 10011 Start Date: 4/22/13 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: LLC Member/Owner Investment Related

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-03-21
S63 Uniform Securities Agent State Law Examination 2003-02-12
  • S65 Uniform Investment Adviser Law Examination
    2016-03-21
  • S63 Uniform Securities Agent State Law Examination
    2003-02-12

View on SEC IAPD

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