UBS Financial Services
47yrs
Top advisor by experience in Birmingham
1yr
Nickolas Morgan
Financial advisor at Citizens Securities
Nickolas Morgan is a fiduciary financial advisor in Birmingham, Michigan, with 1 year in the industry. Nickolas joined Citizens Securities in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets.
One of 497 advisors with offices in Birmingham, and one of 479 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office795 East Maple Road Mailstop: Mib812, Birmingham, MI 48009
How the firm is paid ?Percent of assets
Typical client at the firm ?$208,871
Advisors at the firm783
States licensed ?1 state
Services through Citizens Securities
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther 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.
Series 66Uniform Combined State Law Examination
Career
- Apr 2025 – nowCitizens Securities, Inc.Current firm
Contact Nickolas
(800) 942-8300Firm headquarters in Johnston, RI. Ask for Nickolas. 795 East Maple Road Mailstop: Mib812Birmingham, MI 48009Office · Get directions Facebook pageCitizens Securities
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Questions to ask Nickolas
Tailored to Nickolas’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Nickolas
How do I contact Nickolas?
Call Citizens Securities at (800) 942-8300 and ask for Nickolas Morgan. Nickolas works from the Birmingham, MI office.
How long has Nickolas been a financial advisor?
Nickolas has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Nickolas hold?
Series 66. Tap any license on this page to see what it allows.
Is Nickolas a fiduciary?
Nickolas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Nickolas paid?
Citizens Securities reports being paid by a percentage of the assets they manage. Ask Nickolas 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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