Nucleus Advisors Employee Directory

Q: What is Nucleus Advisors known for?

Nucleus Advisors was founded in 1994. Nucleus Advisors operates in the Financial Services industry.

Q: How many employees does Nucleus Advisors have currently?

Nucleus Advisors has approximately 20 employees.

Financial ServicesUnited States11-50 Employees

We are a highly seasoned, transformational, multi-generational, multi-cultural Private Wealth Advisory team with a vision to make a difference with each of our clients and inspire collaboration across generations to create lasting legacies.

Company Values:
Connection, Direction, Depth, Curiosity, Withness®.

*2025 Forbes Rankings (Jordan Waxman, Founder and Managing Partner) #38 for America’s Top Wealth Advisors and Best-In-State Wealth Advisors (#10 New York City)

*2024 Forbes Rankings (Candice Kakar, Chief Operations Officer) #120 Best-In-State Top Women Wealth Advisor

*2023 Barron’s Rankings (Jordan Waxman, Founder and Managing Partner) #67, Top 1200 Wealth Advisors and #69 Top 100 Independent Advisors. 2023 Forbes Rankings (Candice Kakar, Chief Operations Officer) #95, Best-On-State Next-Gen Wealth Advisor.

*2022 Forbes’ Rankings (Jordan Waxman, Founder and Managing Partner): #45 America’s Top Wealth Advisors and Best-in-State Wealth advisors (#11 New York). (Eric Wilson, Partner and Managing Director): #13 Forbes Top Financial Security Professionals and Best-In-State Financial Security Professionals (#2 New York). #5 Forbes’ Top RIA Firms

*2021 Forbes’ Rankings (Jordan Waxman, Founder and Managing Partner): #48 America’s Top Wealth Advisors. (Eric Wilson, Partner and Managing Director): (Eric Wilson, Partner and Managing Director): #15 Forbes Top Financial Security Professionals. 2021 Barron’s Rankings (Jordan Waxman, Founder and Managing Partner): #82 Top 100 Independent Advisors and #99 Top 1,200 Financial Advisors.

Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

Find Nucleus Advisors employees' phone numbers or email addresses

Nucleus Advisors Global Highlights

North America
21

United States Of America
21

Nucleus Advisors's Leadership

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
M. V. D. M.
Director, Investment Advisor
Mobile Phone
Email

Contact profiles from Nucleus Advisors

Name

Title

Contact Info

Location

Last Update

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
Oct 21, 2025

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 W 22nd St, 7th Floor New York, NY 10011, US. 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 20 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Nucleus Advisors's key employees and leadership?

As of October 2025, Nucleus Advisors's key employees include:

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.
Partner And Managing Director: P. B.

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