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Nicholas Larry

Investment Adviser Representative at MISSIONSQUARE WEALTH MANAGEMENT

Corte Madera, CACRD #7274839Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
6 yrs
States Registered
1 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Nicholas Larry has worked in the securities industry since 2020. They are registered to provide investment advisory services in California.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
California
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/19/2021
Series 63
Uniform Securities Agent State Law Examination
Passed 7/15/2020
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/15/2020
SIE
Securities Industry Essentials Examination
Passed 5/22/2020

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Missionsquare Wealth Management Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MISSIONSQUARE WEALTH MANAGEMENTCurrent
6/12/2025Corte Madera, CA
MISSIONSQUARE RETIREMENTCurrent
6/12/2025Corte Madera, CA
LPL FINANCIAL LLC
8/1/20246/12/2025San Rafael, CA
TRANSAMERICA FINANCIAL ADVISORS, INC.
6/24/20212/26/2024San Jose, CA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

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 Larry 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.

Nicholas Larry - Financial Advisor in Corte Madera, CA | AdvisorFinder