Nicholas Trotter has been an investment adviser representative at Solidarity Wealth since March 2026, and is not listed among the firm’s executive officers or direct owners. Nicholas Trotter holds a BS in Personal Financial Planning from Utah Valley University.
Solidarity Wealth, LLC is a Lehi, UT firm with $704M under management, 218 clients and 8 advisers in one office, as of its August 2026 filing.
Nick Trotter is a Financial Planner at Solidarity Wealth. He creates and analyzes financial plans covering retirement, tax and estate strategies. While completing his degree in Personal Financial Planning at Utah Valley University, he worked for UVU's Money Success Center, Northwestern Mutual and Deseret Mutual Benefits Administrators.
- Solidarity Wealth, LLCCurrent– present · under a yearLehi, UT · Adviser representative · Firm CRD 315843
Investment adviser representative registrations
Nicholas Trotter is registered as an investment adviser representative in Utah, since March 2026.
- UtahSince 18 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | 12 December 2022 |
- Name
- Securities Industry Essentials Examination
- Full name
- Nicholas Lynn Trotter
- CRD
- 7404135
- Firm
- Solidarity Wealth · CRD 315843
- Office
- 3600 N OUTLET PARKWAY, SUITE 200, Lehi, UT 84048
- Registration
- Investment adviser registration
- In the industry since
- March 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- solidaritywealth.com
Where does Nicholas Trotter work?
Nicholas Trotter is an investment adviser representative registered through Solidarity Wealth, LLC since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Nicholas Trotter a financial advisor?
Yes. Nicholas Trotter has a current investment-adviser registration in Utah, through Solidarity Wealth since March 2026.
How many years of experience does Nicholas Trotter have?
Nicholas Trotter has 0 years in the financial industry, since March 2026, across 1 adviser firm.
What exams has Nicholas Trotter passed?
Nicholas Trotter passed the SIE in December 2022.
Where is Nicholas Trotter based?
Nicholas Trotter’s registered office is in Lehi, UT.
Is Nicholas Trotter registered with FINRA?
No. Nicholas Trotter has no current broker registration.
How can I verify Nicholas Trotter’s record?
Search CRD 7404135 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nicholas Trotter’s full registration record.
