Advisor at Trident Advisory Partners, 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
Trident Advisory Partners, LLC
Location
Charlotte, NC 28202
Credentials
Series 63, Series 65
Industry experience
< 1 year
Nickolas Moriates is an advisor at Trident Advisory Partners, LLC in Charlotte, NC, holding Series 63 and Series 65 licenses. He has recent experience working with Trident Strategic Partners and has held roles in landscaping and decision systems firms. Moriates attended Lenoir-Rhyne University from 2014 to 2021. Trident Advisory Partners provides investment advisory consulting primarily to other registered investment advisers and serves high-net-worth clients and fund investors. The firm focuses on mutual funds, real estate funds, ETFs, venture capital funds, and private placements, using a combination of cyclical, fundamental, modern portfolio theory, and quantitative analysis to guide long-term portfolio construction.
Based on Trident Advisory Partners, LLC
Based on Trident Advisory Partners, LLC
$0+: Administrative Support Only: 0.15% $0+: Investment Advisory Only: 0.25% $0+: Bundled Administrative Support and Advisory: 0.40%
$250 - $500 per hour
Fee-only: Fixed consulting fees generally between $25,000 and $50,000 per year, negotiated based on scope; hourly fees range from $250 to $500 per hour
600 S Tryon Street, Floor 18
Charlotte, NC 28202
North Carolina
Trident Strategic Partners
2025 - Present (1 year)
Diamond Landscaping
2024 - 2024 (1 year)
Keen Decision Systems
2023 - 2023 (1 year)
Keen Decision Systems
2022 - 2023 (1 year)
Lenoir-Rhyne University
2021 - 2025 (4 years)
Coastal Plain League
2021 - 2021 (1 year)
Full-Time student
2014 - 2021 (7 years)
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Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
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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.
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.
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