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Nickolas James Rudholm

Equitable Advisors, LLC

Cle Elum, WA

CRD 6804581

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Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-02-22
WA RA APPROVED 2021-03-15
  • TX RA
    APPROVED_RES
    Since 2026-02-22
  • WA RA
    APPROVED
    Since 2021-03-15

Branch Locations

Cle Elum, WA • 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
Oki Golf Newcastle WA 05/2014 08/2018
Perkins Restaurant & Bakery Spokane WA 09/2016 05/2017
Hanson Consulting Group Redmond WA 05/2019 08/2019
Loren Lo Bellevue WA 05/2017 04/2018
The Onion Bar & Grill Spokane WA 02/2017 05/2018
Rullins Home Buyers, Llc Spokane WA 02/2019 07/2020
Gonzaga University Spokane WA 08/2016 05/2020
Equitable Advisors,Llc New York NY 08/2020 Present
  • 05/2014 → 08/2018
    Oki Golf
    Newcastle, WA
  • 09/2016 → 05/2017
    Perkins Restaurant & Bakery
    Spokane, WA
  • 05/2019 → 08/2019
    Hanson Consulting Group
    Redmond, WA
  • 05/2017 → 04/2018
    Loren Lo
    Bellevue, WA
  • 02/2017 → 05/2018
    The Onion Bar & Grill
    Spokane, WA
  • 02/2019 → 07/2020
    Rullins Home Buyers, Llc
    Spokane, WA
  • 08/2016 → 05/2020
    Gonzaga University
    Spokane, WA
  • 08/2020 → Present
    Equitable Advisors,Llc
    New York, NY
Other Businesses

Retirement Path Advisors DBA, www.RetirementPathAdvisors.com, Nick@RPA-NW.com

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-12
S63 Uniform Securities Agent State Law Examination 2020-09-11
  • S66 Uniform Combined State Law Examination
    2021-03-12
  • S63 Uniform Securities Agent State Law Examination
    2020-09-11
Other Names
  • Nick Rudholm
  • Nickolas James Rudholm
  • Nickolas Rudholm

View on SEC IAPD

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