What departments does Nucleus Advisors have?

Nucleus Advisors has employees across 6 departments including Operations, Finance, Marketing, Analytics, Customer Success.

What is the largest department at Nucleus Advisors?

The largest department at Nucleus Advisors is Operations with 2 employees.

Where are Nucleus Advisors employees located globally?

Nucleus Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Nucleus Advisors's team size changed over time?

Nucleus Advisors's team has grown from approximately 17 to 18 employees based on available data.

Nucleus Advisors Employee Directory

Financial ServicesNew York, United States11-50 Employees

Nucleus Advisors is a New York City–based financial services firm that provides private wealth advisory services through a highly seasoned, multi-generational team. The group emphasizes cross-generational collaboration and aims to help clients—including entrepreneurs, artists, athletes, and advocates—build lasting legacies through tailored guidance. As an SEC-registered investment adviser affiliated with Hightower Advisors, the firm operates within an established advisory ecosystem, with securities offered through Hightower Securities.

Its core values—Connection, Direction, Depth, Curiosity, and Withness—guide client engagement and the approach to wealth planning. Leadership recognition in Forbes and Barron's rankings across several years reflects the advisers' profile within the industry.

Nucleus Advisors Global Highlights

North America
24

United States Of America
24

Nucleus Advisors's Leadership

J. W.
Founder & Managing Partner
Mobile Phone
Email
R. S.
Founder And Managing Director
Mobile Phone
Email
C. K.
Managing Director, Chief Operating Officer
Mobile Phone
Email
A. B.
Managing Director And Chief Investment Officer
Mobile Phone
Email
E. W.
Managing Director/Partner
Mobile Phone
Email
P. B.
Partner And Managing Director
Mobile Phone
Email
C. D.
Director, Risk Management
Mobile Phone
Email
P. M.
Director, Portfolio Operations
Mobile Phone
Email

Nucleus Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Accounting
Administrative
Analytics
Other

Contact profiles from Nucleus Advisors

Name

Title

Contact Info

Location

Last Update

R. L.
Manager, Marketing And Communications
Mobile Phone
Email
Jun 04, 2026
S. G.
Client Associate
Mobile Phone
Email
United StatesNew York
Jun 04, 2026
R. M.
Financial Analyst
Mobile Phone
Email
Oct 21, 2025
A. C.
Client Associate
Mobile Phone
Email
United StatesConnecticut
Oct 23, 2025
B. W.
Client Success Associate
Mobile Phone
Email
United StatesFlorida
Jun 04, 2026
J. B.
Usc Gould School Of Law
Mobile Phone
Email
United StatesNew York
Oct 21, 2024

Frequently Asked Questions

What is Nucleus Advisors known for?

Nucleus Advisors was founded in 1994 operates in the Financial Services industry. The company's main headquarters is located in 512 West 22nd Street 7th Floor New York, New York 10011 United States. Explore Nucleus Advisors's company overview page for more information.

What is Nucleus Advisors's most common email format?

Nucleus Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Nucleus Advisors email formats with LeadIQ.

How many employees does Nucleus Advisors have currently?

Nucleus Advisors has approximately 21 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Nucleus Advisors's key employees and leadership?

As of June 2026, Nucleus Advisors's key employees include:

Founder & Managing Partner: J. W.
Founder And Managing Director: R. S.
Managing Director, Chief Operating Officer: C. K.
Managing Director And Chief Investment Officer: A. B.
Managing Director/Partner: E. W.

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Nucleus Advisors Employee Directory

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