Inactive

Nicholas Joseph Lopes

Personal Cfo Solutions LLC

Mountainside, NJ

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Current Employers

Personal Cfo Solutions Llc

384 Main Street, Chester, NJ 07930-2528 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2026-06-23

NJ RA
APPROVED

Since 2026-06-23

Branch Locations

Mountainside, NJ • United States

384 Main Street, Chester, NJ 07930-2528 • 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

Organization	City	State	From	To
Personal Cfo Solutions, Llc	Chester	NJ	06/2015	Present

06/2015 → Present

Personal Cfo Solutions, Llc

Chester, NJ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-06-02

S65 Uniform Investment Adviser Law Examination

2026-06-02

View on SEC IAPD

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