Principle Owner / CCO · Eden Advisory Services, LLC
Nicholas Ventura
CRD 7852850 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Eden Advisory Services, LLC, an SEC-registered wealth manager based in Albany, NY with $28 million in regulatory assets, lists Nicholas Ventura on its Form ADV as Principle Owner / CCO, a control person. The SEC filings also name Nicholas at 1 other registered adviser.
Firms and roles
- Eden Advisory Services, LLCPrinciple Owner / CCOWealth manager · Albany, NY · $28M in regulatory assets
- Amidon & Petersen Financials, LLCLLC Member/ownerWealth manager · Albany, NY · $39M in regulatory assets
AtlasMembers
Nicholas’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2024 (2 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Nicholas’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Douglas S. PetersenManaging Member, Chief Compliance Officer, Amidon & Petersen Financials, LLC
- Diane B PetersenLLC Member/owner, Amidon & Petersen Financials, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Nicholas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.