Nicholas Valaika

Employer firm

Morton Wealth CRD 141250

$3.47B regulatory AUM 14 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 07/2022 → Present
  Morton Wealth
  Calabasas, CA
• 09/2014 → 06/2017
  University Of California Los Angeles
  Los Angeles, CA
• 06/2017 → 03/2019
  Pittsburgh Pirates
  Pittsburgh, PA
• 03/2019 → 08/2019
  University Of California Los Angeles
  Los Angeles, CA
• 11/2019 → 07/2022
  Jimmy Dorian Insurance Agency, Inc.
  Valencia, CA

Designations

• Certified Financial Planner