Profil
Mr. Nicholas R.
Cladis is an Owner & Investment Advisor Representative at Cladis Investment Advisory LLC.
He has over 49 years of experience in the financial services industry.
He has focused his career on assisting high net-worth individuals and families manage their investment portfolios to meet their personal financial goals.
He takes pride in building lifelong relationships with his clients.
Clients are encouraged to stop by the office or call any time to discuss their questions and concerns.
Mr. Cladis was previously employed as a Principal by Capstone Wealth Management, Inc., a Principal by UBS Financial Services, Inc., and a Principal by Paine, Webber, Jackson & Curtis, Inc.
Postes actifs de Nicholas Richard Cladis
| Sociétés | Poste | Début |
|---|---|---|
Cladis Investment Advisory LLC
 Cladis Investment Advisory LLC Investment ManagersFinance Cladis Investment Advisory LLC (CIA) is an independent registered investment advisor headquartered in Billings, Montana. CIA provides investment advisory services to individuals, trusts, estates, charitable organizations, corporations, pension and profit-sharing plans, and other business entities. | Directeur Général | 01/05/2010 |
Anciens postes connus de Nicholas Richard Cladis
| Sociétés | Poste | Fin |
|---|---|---|
Capstone Wealth Management, Inc.
 Capstone Wealth Management, Inc. Investment ManagersFinance Capstone Wealth Management, Inc. provides financial advisory services. Its services include insurance consulting; existing disability income and life insurance policy assessment; negotiate, acquire, manage insurance portfolios; and support of accountants and attorneys in estate plan design. The company is headquartered in Billings, MT. | Corporate Officer/Principal | 01/05/2010 |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | 01/11/2006 |
| Paine, Webber, Jackson & Curtis, Inc. | Corporate Officer/Principal | 01/01/1980 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Cladis Investment Advisory LLC
Cladis Investment Advisory LLC Investment ManagersFinance Cladis Investment Advisory LLC (CIA) is an independent registered investment advisor headquartered in Billings, Montana. CIA provides investment advisory services to individuals, trusts, estates, charitable organizations, corporations, pension and profit-sharing plans, and other business entities. | Finance |
Capstone Wealth Management, Inc.
Capstone Wealth Management, Inc. Investment ManagersFinance Capstone Wealth Management, Inc. provides financial advisory services. Its services include insurance consulting; existing disability income and life insurance policy assessment; negotiate, acquire, manage insurance portfolios; and support of accountants and attorneys in estate plan design. The company is headquartered in Billings, MT. | Finance |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
| Paine, Webber, Jackson & Curtis, Inc. | Finance |
