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Amanda Serafino

Nicholas Wealth Management

Marietta, GA

CRD 7828814

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Employer firm

Nicholas Wealth Management CRD 282635

$740M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Nicholas Wealth Management

218 Roswell St Ne Suite 200, Marietta, GA 30060 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-01-08
  • GA RA
    APPROVED
    Since 2025-01-08

Branch Locations

218 Roswell St Ne Suite 200, Marietta, GA 30060 • 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
Nicholas Wealth Management Marietta GA 10/2023 Present
Spartanburg District 5 Schools Spartanburg SC 06/2014 04/2022
Ace Environmental, Llc Greer SC 06/2019 08/2019
Nvr, Inc Norcross GA 06/2022 10/2023
  • 10/2023 → Present
    Nicholas Wealth Management
    Marietta, GA
  • 06/2014 → 04/2022
    Spartanburg District 5 Schools
    Spartanburg, SC
  • 06/2019 → 08/2019
    Ace Environmental, Llc
    Greer, SC
  • 06/2022 → 10/2023
    Nvr, Inc
    Norcross, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-10
  • S65 Uniform Investment Adviser Law Examination
    2024-12-10

View on SEC IAPD

Nearby Firms

SENTARA CAPITAL
ANOVEST INVESTMENT ADVISORS
THIRD ACT RETIREMENT PLANNING, INC.

Nearby Investors

WILLIAM SAMUEL ALLEN
JONATHAN ANDREW BRUMMEL
ATHANASIOS NICK BAFAS

Nearby Offices

SENTARA CAPITAL · MARIETTA, GA
ANOVEST INVESTMENT ADVISORS · MARIETTA, GA
THIRD ACT RETIREMENT PLANNING, INC. · MARIETTA, GA

More in Marietta, GA

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