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PHELPS FINANCIAL ADVISORS

PHELPS, NICHOLAS H.

CRD 158682

Visit website

925 W COLLEGE AVE, STATE COLLEGE, PA, 16801, United States

Phone

814-380-0651

Fax

—

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

1 total employees; 1 advisory reps; 6 broker-dealer reps

Clients

11-25

Fees

Hourly charges; Fixed fees

Org form

Sole Proprietorship

Filing date

2026-03-29

Disciplinary history

No

Services

Financial planning

Client types

TypeClientsAUM
Individuals22$0

All web addresses on file

Official SEC filing: View on IAPD