Nicholas Creed Trappey
Investment Adviser Representative at Thirtynorth Investments, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Nicholas Creed Trappey is an investment adviser representative with Thirtynorth Investments, LLC in Monroe, LA, where they have been registered since 2026. They have worked in the securities industry since 2009 and have been registered with 7 firms, including Pelican Wealth Management and Summit Financial Wealth Advisors. They have passed 2 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Louisiana and Texas.
Registrations & licenses
- Investment adviser:
- Louisiana, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Summit Financial Wealth AdvisorsOct 2015 – Aug 2017Lafayette, LA
- Pelican Wealth ManagementAug 2017 – Feb 2026Monroe, LA
- ThirtyNorth Investments, LLCMar 2026 – no end date reportedMonroe, LA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Thirtynorth Investments, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 5
- Offices listed on AdvisorFinder:
- 1
- Main office:
- New Orleans, LA
- SEC file number:
- 801-71921
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 23, 2026
View full firm profileOther advisors at Thirtynorth Investments, LLC
4 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nicholas Creed Trappey has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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