Nicklaus Stonesifer
EWA · Pittsburgh, Pennsylvania
Nicklaus Stonesifer is a fee-only financial advisor at EWA in Pittsburgh, Pennsylvania, who holds the CFP and ChFC credentials. EWA reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | EWA |
|---|---|
| Based in | Pittsburgh, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $750.7M across 2,602 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in PA · CRD 5735865 |
| Exams passed | Series 66 (2011) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | open.spotify.com/show/412vinc8fpdnfax0dtmqzb |
How Nicklaus's firm compares
- EWA's average account is about $289,000, from its Form ADV (assets managed divided by 2,602 accounts).
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Questions about Nicklaus
Is Nicklaus Stonesifer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicklaus holds no broker registration, and EWA reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nicklaus charge for financial advice?
Nicklaus's firm, EWA, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Nicklaus Stonesifer based?
Nicklaus Stonesifer is based in Pittsburgh, Pennsylvania.
What credentials does Nicklaus Stonesifer hold?
Nicklaus Stonesifer holds the CFP and ChFC credentials.
Is Nicklaus Stonesifer registered with the SEC?
Yes. Nicklaus Stonesifer is registered as an investment adviser representative in PA (CRD 5735865), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does EWA manage?
EWA reports $750.7M across 2,602 accounts in assets under management.
How do I contact Nicklaus Stonesifer?
Through Nicklaus's website, open.spotify.com/show/412vinc8fpdnfax0dtmqzb.
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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