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Nicholas Dimitri Lailas

Orca Investment Management, LLC

New York, NY

CRD 7601478

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Employer firm

Orca Investment Management, LLC CRD 144377

$212M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Orca Investment Management, Llc

6 Centerpointe Drive Suite 300, Lake Oswego, OR 97035 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-05-06
NY RA APPROVED 2026-05-01
  • OR RA
    APPROVED
    Since 2026-05-06
  • NY RA
    APPROVED
    Since 2026-05-01

Branch Locations

40 Wall Street 39Th Floor, New York, NY 10005 • 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
Ameriprise Financial Services Boston MA 08/2022 05/2023
Us Health Advisors Vienna VA 08/2021 06/2022
Real Diagnostics Reisterstown MD 01/2020 08/2021
The Urology Group Reston VA 07/2012 01/2020
John Hancock Boston MA 10/2023 12/2025
John Hancock Investment Management Distributors Llc Boston MA 10/2023 06/2024
Unemployed Boston MA 05/2023 10/2023
Manulife John Hancock Brokerage Services Boston MA 06/2024 12/2025
Unemployed New York NY 01/2026 03/2026
Paulson Investment Company New York NY 04/2026 Present
  • 08/2022 → 05/2023
    Ameriprise Financial Services
    Boston, MA
  • 08/2021 → 06/2022
    Us Health Advisors
    Vienna, VA
  • 01/2020 → 08/2021
    Real Diagnostics
    Reisterstown, MD
  • 07/2012 → 01/2020
    The Urology Group
    Reston, VA
  • 10/2023 → 12/2025
    John Hancock
    Boston, MA
  • 10/2023 → 06/2024
    John Hancock Investment Management Distributors Llc
    Boston, MA
  • 05/2023 → 10/2023
    Unemployed
    Boston, MA
  • 06/2024 → 12/2025
    Manulife John Hancock Brokerage Services
    Boston, MA
  • 01/2026 → 03/2026
    Unemployed
    New York, NY
  • 04/2026 → Present
    Paulson Investment Company
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-07
  • S66 Uniform Combined State Law Examination
    2022-12-07
Other Names
  • Nicholas Lailas
  • Nicholas Dimitri Lailas
  • Nicholas Dimitri Lailas

View on SEC IAPD

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