Advisor at Dynic Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Dynic Wealth Management LLC
Location
Medina, NY
Credentials
Series 63, Series 66
Industry experience
12 years
Nicholas Robertson is a financial advisor at Dynic Wealth Management LLC with 12 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Continuum Wealth Management LLC and UBS Financial Services Inc. Dynic Wealth Management LLC provides discretionary investment management and comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm employs both fundamental and technical analysis with a long-term investment strategy, constructing portfolios that include individual stocks, ETFs, bonds, mutual funds, alternative investments, and options tailored to client risk tolerance.
Based on Dynic Wealth Management LLC
Based on Dynic Wealth Management LLC
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.15% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.90% $5,000,001 - $7,500,000: 0.80% $7,500,001 - $10,000,000: 0.70% $10,000,001 - $20,000,000: 0.60% Over $20,000,000+: 0.50%
Certain advisory persons are licensed insurance professionals and may earn commissions for insurance product sales, separate from advisory fees.
Fee-only: Investment advisory fees range from 0.50% to 1.25% based on tiered schedule; financial planning included at no additional fee.
Medina, NY
New York
Continuum Wealth Management LLC
2022 - Present (4 years)
UBS Financial Services
2017 - 2022 (5 years)
UBS Financial Services
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Medina, NY
key Investment Services LLC
Series 63, Series 66
Rochester, NY
key Investment Services LLC
Series 63, Series 65
Lockport, NY
Eagle Strategies (NY Life)
Series 63, Series 66
Middleport, NY
OSAIC
Series 63
Oakfield, NY
LPL Financial
Series 63, Series 65
Middleport, NY
OSAIC
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