Nicholas Robertson
Dynic Wealth Management · Medina, New York
Nicholas Robertson is a fee-only financial advisor at Dynic Wealth Management in Medina, New York. Dynic Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Dynic Wealth Management |
|---|---|
| Based in | Medina, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $47.5M across 100 accounts |
| SEC registration | Investment adviser representative in NY · CRD 5909461 |
| Exams passed | Series 63 (2012) · Series 66 (2013) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.continuumwm.com |
| Profile |
How Nicholas's firm compares
- Dynic Wealth Management's average account is about $475,000, from its Form ADV (assets managed divided by 100 accounts).
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Questions about Nicholas
Is Nicholas Robertson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and Dynic Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nicholas charge for financial advice?
Nicholas's firm, Dynic Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Nicholas Robertson based?
Nicholas Robertson is based in Medina, New York.
Is Nicholas Robertson registered with the SEC?
Yes. Nicholas Robertson is registered as an investment adviser representative in NY (CRD 5909461), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Dynic Wealth Management manage?
Dynic Wealth Management reports $47.5M across 100 accounts in assets under management.
How do I contact Nicholas Robertson?
Through Nicholas's website, www.continuumwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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