Nicholas Kyle Koury

Employer firm

Waldron Private Wealth CRD 131063

$5.50B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers
• INSURANCE PLANNING; SUBADVISER FOR PPLI

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2017 → 08/2017
  Gander Mountain
  Chesterfield Valley, MO
• 08/2015 → 05/2020
  Campbell University
  Lillington, NC
• 06/2020 → 05/2022
  Waldron Private Wealth
  Bridgeville, PA
• 05/2019 → 07/2019
  Waldron Private Wealth
  Bridgeville, PA
• 05/2018 → 08/2018
  Waldron Private Wealth
  Bridgeville, PA
• 05/2022 → Present
  Waldron Private Wealth
  Bridgeville, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-01-25

Designations

• Certified Financial Planner