Nucleus Advisors

Nucleus Advisors

Financial Services 512 W 22nd St 20 employees
Employees
20
Contacts
2
Emails
2
Phones
1

Nucleus Advisors Overview

Headquarters
512 W 22nd St
Phone Number
Available in AeroLeads
Website
nucleusadv.com
Industry
Financial Services
Employees
20
Founded
1994
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Nucleus Advisors

Nucleus Advisors is the Difference Maker’s Difference Maker™. We are a private wealth management firm with a simple mission: to be with our clients. Of course there is nothing simple behind “the how” of our connections with our clients which is why we measure everything. We rarely give ourselves more than a “meets expectations.” A habit that keeps us humble and curious. It also builds competence and helps us acquire wisdom. Others grade Nucleus and give us accolades.* We are pleased when we see that happen. But we keep our focus on you—artists, advocates, athletes, entrepreneurs, executives, philanthropists, families and foundations—leaders and entities that keep choosing to be Difference Makers. Nucleus’s connections, curiosity, diversity and depth are an extension of our Withness™ mind-set, our learning orientation and our commitment to preeminence. We are a team of teams—our Nucleotides representing a multitude of backgrounds and orientations, each specializing in key elements of our practice. As different as each of our Nucleotides is, together we focus on the singular path in front of us—never shying away from challenging ourselves, provoking dialogue or leading the way toward the intersection of what really works and what truly matters. Nucleus stays connected to our clients and knows how to engage an audience because we rise above the “what now” moments—and lead others toward what is next. In fact, we transform tension into character, character into opportunity, opportunity into acquired wisdom and acquired wisdom into inspired action. *Barron’s Ranking: 2020 Top 50 Private Wealth Management Teams. Forbes Rankings (Jordan Waxman, Founder & Managing Partner) #59 in America’s Top Wealth Advisors 2020 and 2020 Best-In-State Wealth Advisors (#10 New York). Securities offered through Hightower Securities, LLC. Member FINRA/SIPC. Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org.

Nucleus Advisors Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage
Phone contacts
1
25.0% coverage

Nucleus Advisors Org Chart

Sample employees and titles
Name Title Contact
Peter Byrne Partner and Managing Director
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Alexander Bass Cfa, Cfp® Chief Investment Officer at Nucleus
Email Phone
Eric Wilson Managing Director/partner at Nucleus
Email
Jordan Waxman Founder and Managing Partner
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Employees by Management Level

Director 4 profiles
Executive 2 profiles
Individual contributor 2 profiles

Department Contact Coverage

Department Contacts Email Phone
Sales 1 1 1
General 1 1 0
Operations 1 1 0

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