Morgan Stanley
47yrs
Top advisor by experience in Palm Beach Gardens
30yrs
Nikolas Kane
Full name on record: Nikolas Andre Kane
Financial advisor at Money Concepts Advisory Service
Based in Palm Beach Gardens, Florida, Nikolas Kane is a fiduciary financial advisor with 30 years of industry experience. Nikolas has been with Money Concepts Advisory Service since 2011; before that, Nikolas spent two years at Uvest Financial Services Group. Money Concepts Advisory Service offers financial planning and investment management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1308 advisors with offices in Palm Beach Gardens, and one of 1187 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 17% by experience in Florida
Office11440 Jog Road, Palm Beach Gardens, FL 33418
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$237,847
Advisors at the firm390
States licensed ?1 state
Services through Money Concepts Advisory Service
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2011 – nowMoney Concepts Capital CorpCurrent firm
- Aug 2005 – Apr 2007Uvest Financial Services Group, Inc.Previously
Questions to ask Nikolas
Tailored to Nikolas’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Nikolas
How do I contact Nikolas?
Call Money Concepts Advisory Service at (561) 472-2000 and ask for Nikolas Kane. Nikolas works from the Palm Beach Gardens, FL office.
How long has Nikolas been a financial advisor?
Nikolas has been in the industry since 1996, about 30 years. Top 17% by experience in Florida.
What licenses does Nikolas hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Nikolas a fiduciary?
Nikolas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Nikolas paid?
Money Concepts Advisory Service reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Nikolas for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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