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Nicholas Lewandowski

Wyze Wealth Advisors, LLC

Canonsburg, PA

CRD 6412699

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Employer firm

Wyze Wealth Advisors, LLC CRD 329413

$265M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Wyze Wealth Advisors, Llc

1800 Main Street Suite 230, Canonsburg, PA 15317 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-09-18
  • PA RA
    APPROVED
    Since 2024-09-18

Branch Locations

1800 Main Street Suite 230, Canonsburg, PA 15317 • 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
Allegheny Financial Group Pittsburgh PA 03/2022 09/2023
True Wealth Design, Llc Canonsburg PA 01/2024 08/2024
Unemployed Pittsburgh PA 10/2023 12/2023
Allegheny Financial Group Pittsburgh PA 10/2016 03/2022
Allegheny Financial Group Pittsburgh PA 10/2014 10/2016
Wyze Wealth Advisors, Llc Canonsburg PA 08/2024 Present
  • 03/2022 → 09/2023
    Allegheny Financial Group
    Pittsburgh, PA
  • 01/2024 → 08/2024
    True Wealth Design, Llc
    Canonsburg, PA
  • 10/2023 → 12/2023
    Unemployed
    Pittsburgh, PA
  • 10/2016 → 03/2022
    Allegheny Financial Group
    Pittsburgh, PA
  • 10/2014 → 10/2016
    Allegheny Financial Group
    Pittsburgh, PA
  • 08/2024 → Present
    Wyze Wealth Advisors, Llc
    Canonsburg, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-30
  • S66 Uniform Combined State Law Examination
    2016-09-30
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • Nick Lewandowski

View on SEC IAPD

Nearby Firms

MFG PRIVATE WEALTH
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

Christopher Sean Musuneggi
Ean Matthew Livingood
Mary Grace Musuneggi

Nearby Offices

MFG PRIVATE WEALTH · CANONSBURG, PA
LPL FINANCIAL LLC · CANONSBURG, PA
CETERA INVESTMENT ADVISERS LLC · CANONSBURG, PA

More in Canonsburg, PA

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