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Nicholas David Bilak

Cetera Investment Advisers LLC

Denver, CO

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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-03-12
CO RA APPROVED 2019-11-18
  • TX RA
    APPROVED
    Since 2020-03-12
  • CO RA
    APPROVED
    Since 2019-11-18

Branch Locations

3033 East First Avenue, Denver, CO 80206 • 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
Colorado State University Fort Collins CO 01/2013 05/2017
Ubs New York NY 06/2016 09/2016
Foresters Financial Services Denver CO 06/2017 04/2018
Foresters Financial Services Denver CO 04/2018 06/2019
Oba American Legion Littleton CO 06/2018 Present
Cetera Investment Services Llc St. Cloud MN 06/2019 Present
Anb Bank Denver CO 11/2019 Present
Cetera Investment Advisers Llc Denver CO 11/2019 Present
  • 01/2013 → 05/2017
    Colorado State University
    Fort Collins, CO
  • 06/2016 → 09/2016
    Ubs
    New York, NY
  • 06/2017 → 04/2018
    Foresters Financial Services
    Denver, CO
  • 04/2018 → 06/2019
    Foresters Financial Services
    Denver, CO
  • 06/2018 → Present
    Oba American Legion
    Littleton, CO
  • 06/2019 → Present
    Cetera Investment Services Llc
    St. Cloud, MN
  • 11/2019 → Present
    Anb Bank
    Denver, CO
  • 11/2019 → Present
    Cetera Investment Advisers Llc
    Denver, CO
Other Businesses

MEMBER OF NATIONAL GUARD; 8 HRS/WK

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-11-09
S63 Uniform Securities Agent State Law Examination 2018-06-21
  • S65 Uniform Investment Adviser Law Examination
    2019-11-09
  • S63 Uniform Securities Agent State Law Examination
    2018-06-21
Other Names
  • Nick Bilak
  • Nick D Bilak
  • Nicholas D Bilak

View on SEC IAPD

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Other Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
RAYMOND JAMES & ASSOCIATES, INC. · DENVER, CO

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