Nucleus Advisors
Likely to Engage tag.Highly Engaged Employees

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

512 W 22nd St Fl 7, New York City, New Y...

Phone Number

(212) 286-1170

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
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ZI Rank
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About Nucleus Advisors

Nucleus Advisors is a multi-generational and multi-cultural private wealth advisory firm based in New York, dedicated to making a difference in the lives of its clients. With over 30 years of experience, they support next-generation entrepreneurs, artists, athletes, and advocates through personalized wealth management and estate planning services. The firm emphasizes values-based, curiosity-driven approaches to foster collaboration and create lasting legacies. Nucleus Advisors aims to empower clients to reach their full potential and make a meaningful impact in the world.Explore more
Nucleus Advisors's Social MediaPopular SearchesNucleus AdvisorsNucleus Advisers Management LLCSIC Code 62,628NAICS Code 52,523Show more

Nucleus Advisors Org Chart

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Candice Kakar, Chief Operations Officer at Nucleus Advisors
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Chief Operations Officer

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Operations Director, Portfolio

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Nucleus Advisors

<$5M
11-50
Private
-
1994
Candice Kakar, Chief Operations Officer at Nucleus Advisors
Candice KakarChief Operations Officer
$9.3M
11-50
Private
<$5M
2012
Jason Herber, Founding Partner. Senior Wealth Advisor, Chief Financial Officer at TRUE Private Wealth Advisors
Jason HerberFounding Partner. Senior Wealth Advisor, Chief Financial Officer
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
$5M
11-50
Private
-
2012
BC
Benjamin ColesChief Development Officer (Cdo)
<$5M
11-50
Private
-
2001
GB
Gregory BillowManaging Partner
<$5M
11-50
Private
-
2015
TS
Timothy SmithCEO & Founder
<$5M
1-10
Private
-
2005
ZS
Zachary StacyFinancial Services Administrator
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Nucleus Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Nucleus Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Nucleus Advisors.

Nucleus Advisors Tech Stack

A closer look at the technologies used by Nucleus Advisors

Top Finance Companies

Frequently Asked Questions Regarding Nucleus Advisors

What is Nucleus Advisors's official website?
Nucleus Advisors's official website is www.nucleusadv.com
What is Nucleus Advisors's Revenue?
Nucleus Advisors's revenue is <$5 Million
What is Nucleus Advisors's SIC code?
Nucleus Advisors's SIC: 62,628
What is Nucleus Advisors's NAICS code?
Nucleus Advisors's NAICS: 52,523
How many employees does Nucleus Advisors have?
Nucleus Advisors has 11-50 employees
What industry does Nucleus Advisors belong to?
Nucleus Advisors is in the industry of: Finance, Securities Trading
What is Nucleus Advisors competition?
Nucleus Advisors top competitors include: Dowd Financial Group, TRUE Private Wealth Advisors, Alliance Wealth Advisors, Aurora Private Wealth
What technology does Nucleus Advisors use?
Some of the popular technologies that Nucleus Advisors uses are: Cloudflare CDN, Eploy, Engage ATS, HubSpot
How do I contact Nucleus Advisors?
Nucleus Advisors contact info: Phone number: (212) 286-1170 Website: www.nucleusadv.com
What does Nucleus Advisors do?

Nucleus Advisors is a multi-generational and multi-cultural private wealth advisory firm based in New York, dedicated to making a difference in the lives of its clients. With over 30 years of experience, they support next-generation entrepreneurs, artists, athletes, and advocates through personalized wealth management and estate planning services.... The firm emphasizes values-based, curiosity-driven approaches to foster collaboration and create lasting legacies. Nucleus Advisors aims to empower clients to reach their full potential and make a meaningful impact in the world.Read More

What are Nucleus Advisors social media links?
Nucleus Advisors Linkedin page
Is Nucleus Advisors a public company?
Nucleus Advisors is private company therefore does not currently have an official ticker symbol
See more information about Nucleus Advisors

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