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Nicholas Morabito

Hobart Wealth

Charlotte, NC

CRD 7947454

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Employer firm

Hobart Wealth CRD 168494

$558M regulatory AUM 9 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Hobart Wealth

7733 Ballantyne Commons Parkway Suite 101, Charlotte, NC 28277 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-07-15
  • NC RA
    APPROVED
    Since 2026-07-15

Branch Locations

7733 Ballantyne Commons Parkway Suite 101, Charlotte, NC 28277 • 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
Nelson Investment Planning Services, Inc Winter Park FL 10/2024 06/2026
Signature Wealth Advisors Orlando FL 07/2024 09/2024
Wegmans Food Market Fairport NY 08/2017 10/2022
Highschool Student Pittsford NY 01/2015 08/2017
La Fitness Rochester NY 07/2023 07/2024
St. Bonaventure University St. Bonaventure NY 10/2022 07/2023
Hobart Wealth Charlotte NC 07/2026 Present
  • 10/2024 → 06/2026
    Nelson Investment Planning Services, Inc
    Winter Park, FL
  • 07/2024 → 09/2024
    Signature Wealth Advisors
    Orlando, FL
  • 08/2017 → 10/2022
    Wegmans Food Market
    Fairport, NY
  • 01/2015 → 08/2017
    Highschool Student
    Pittsford, NY
  • 07/2023 → 07/2024
    La Fitness
    Rochester, NY
  • 10/2022 → 07/2023
    St. Bonaventure University
    St. Bonaventure, NY
  • 07/2026 → Present
    Hobart Wealth
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-11
  • S66 Uniform Combined State Law Examination
    2026-05-11
Other Names
  • Nicholas Morabito

View on SEC IAPD

Nearby Firms

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Nearby Investors

JOSHUA REESE BAILEY
PHILIP REESE BAILEY
MICHELE V STUTTS

Nearby Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC

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