Adviser and broker representative · Align Wealth Advisors
Nicholas N. Yrizarry
CRD 2075325 · Laguna Hills, CA
At a glance
Nicholas N. Yrizarry is an investment adviser representative with Align Wealth Advisors in Laguna Hills, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Nicholas’s SEC record dates to 2000, about 26 years ago. Nicholas is also registered as a broker representative.
Current advisory firm
- Align Wealth AdvisorsSince August 2011Laguna Hills, CA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2000 (26 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 5 states
- Also a broker representative
- Yes
- 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
- 3 firmsLocked
- 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
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.