Nicholas Netzer has been an investment adviser representative at LEO Wealth Americas since May 2026, and is not listed among the firm’s executive officers or direct owners.
Leo Wealth Americas, LLC is a Hurst, TX firm with $512M under management, 984 clients and 21 advisers across 7 offices, as of its June 2026 filing.
Nicholas Netzer’s longest registration was 1 year at Eagle Strategies LLC (2024–2025). Before joining LEO Wealth Americas in 2026, Nicholas Netzer was registered through Cross Border Wealth, LLC and Eagle Strategies LLC.
- Leo Wealth Americas, LLCCurrent– present · under a yearCentral Hong Kong · Adviser representative · Firm CRD 338799
- Cross Border Wealth, LLC– · under a yearNew York, NY · Adviser representative · Firm CRD 288330
- Eagle Strategies LLC– · 1 yearCreve Coeur, MO · Adviser representative · Firm CRD 110826
Investment adviser representative registrations
Nicholas Netzer is registered as an investment adviser representative in Texas, since May 2026.
- TexasSince 29 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 June 2024 |
| Series 7TO | General Securities Representative Examination | 1 November 2023 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 March 2022 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 12 March 2022 |
| SIE | Securities Industry Essentials Examination | 25 February 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Nicholas Adam Netzer
- CRD
- 7435095
- Firm
- LEO Wealth Americas · CRD 338799
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 2022
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Nicholas Netzer work?
Nicholas Netzer is an investment adviser representative registered through Leo Wealth Americas, LLC since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Nicholas Netzer a financial advisor?
Yes. Nicholas Netzer has a current investment-adviser registration in Texas, through LEO Wealth Americas since May 2026.
How many years of experience does Nicholas Netzer have?
Nicholas Netzer has 4 years in the financial industry, since June 2022, across 3 adviser firms.
What exams has Nicholas Netzer passed?
Nicholas Netzer has passed 5 licensing exams: the SIE, Series 6TO, Series 63, Series 7TO and Series 65. The earliest, the SIE, was passed in February 2022.
Where did Nicholas Netzer work before LEO Wealth Americas?
Before LEO Wealth Americas, Nicholas Netzer was registered through Cross Border Wealth, LLC, August 2025 to February 2026; Eagle Strategies LLC, June 2024 to August 2025.
Is Nicholas Netzer registered with FINRA?
Yes. Nicholas Netzer has a current broker registration, under CRD 7435095.
Source: FINRA BrokerCheck
How can I verify Nicholas Netzer’s record?
Search CRD 7435095 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Nicholas Netzer’s full registration record.
