Nicholas Gyeszat has been an investment adviser representative at Reality Financial Planning Services since January 2025, and is not listed among the firm’s executive officers or direct owners. Nicholas Gyeszat holds a Bachelor of Arts in Economics from The Ohio State University.
Reality Financial Planning Services, LLC is a Sarasota, FL firm with $126M under management, 214 clients and 2 advisers in one office, as of its March 2026 filing.
Nick Gyeszat is with Reality Financial Planning Services, LLC. He previously served as Managing Director at a local private wealth management company and as Financial Planning Coordinator at Global Financial Private Capital.
Nicholas Gyeszat’s longest registration was 5 years at Truadvice LLC (2018–2023). Before joining Reality Financial Planning Services in 2025, Nicholas Gyeszat was registered through Bison Advisors and Truadvice LLC.
- – present · 1 yearSarasota, FL · Adviser representative · Firm CRD 143352
- Bison Advisors– · 1 yearSarasota, FL · Adviser representative · Firm CRD 299805
- Truadvice LLC– · 5 yearsSarasota, FL · Adviser representative · Firm CRD 292482
- Global Financial Private Capital, LLC– · 3 yearsSarasota, FL · Adviser representative · Firm CRD 132070
Professional designations
Listed by Reality Financial Planning Services
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Nicholas Gyeszat is registered as an investment adviser representative in Florida, since January 2025.
- FloridaSince 17 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 6 June 2015 |
| Series 65 | Uniform Investment Adviser Law Examination | 7 February 2015 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Nicholas Paul Gyeszat
- CRD
- 6399162
- Firm
- Reality Financial Planning Services · CRD 143352
- Office
- 3947 CLARK ROAD, Sarasota, FL 34233
- Registration
- Investment adviser registration
- In the industry since
- March 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- realityfinancialplanning.com
Where does Nicholas Gyeszat work?
Nicholas Gyeszat is an investment adviser representative registered through Reality Financial Planning Services, LLC since January 2025, and is not listed among the firm’s executive officers or direct owners.
Is Nicholas Gyeszat a financial advisor?
Yes. Nicholas Gyeszat has a current investment-adviser registration in Florida, through Reality Financial Planning Services since January 2025.
How many years of experience does Nicholas Gyeszat have?
Nicholas Gyeszat has 11 years in the financial industry, since March 2015, across 4 adviser firms.
What exams has Nicholas Gyeszat passed?
Nicholas Gyeszat has passed 2 licensing exams: the Series 65 and Series 63. The earliest, the Series 65, was passed in February 2015.
Where did Nicholas Gyeszat work before Reality Financial Planning Services?
Before Reality Financial Planning Services, Nicholas Gyeszat was registered through Bison Advisors, December 2023 to December 2024; Truadvice LLC, March 2018 to December 2023; Global Financial Private Capital, LLC, February 2015 to March 2018.
Where is Nicholas Gyeszat based?
Nicholas Gyeszat’s registered office is in Sarasota, FL.
Is Nicholas Gyeszat registered with FINRA?
No. Nicholas Gyeszat has no current broker registration.
Is Nicholas Gyeszat a CFP?
Reality Financial Planning Services lists Nicholas Gyeszat with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Nick Gyeszat biography, realityfinancialplanning.com
How can I verify Nicholas Gyeszat’s record?
Search CRD 6399162 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nicholas Gyeszat’s full registration record.