AUMdb
NC

Nicolas Christian Perez

CRD 6124864 Certified Financial Planner

Firms

FirmRoleAs of
Moneta Group Investment Advisors, Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗