Alex S Nikulin

Advisor at Uptick Partners, LLC — Portsmouth, NH

Updated today

Credentials

CFP®, Series 63, Series 66

Experience

19 years

Location

Portsmouth, NH

Uptick Partners, LLC logo

Uptick Partners, LLC

Team

Total advisors

17

Across 5 offices

Clients per advisor

67 High

Avg AUM per client

$934,617 Typical

HNW client ratio

33% Typical

About

Alex Nikulin is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2012. He began his career with Fidelity in 2007, progressing through various positions including client management, retirement solutions, and high net worth services. Prior to joining Fidelity, he worked as a commodities broker at James Mound Trading Group from 2006 to 2007.

As a Certified Financial Planner, Alex focuses on developing comprehensive financial plans tailored to each client's unique financial situation. He maintains regular contact with clients throughout the year to monitor changes in their circumstances and provide updates on market conditions. Alex holds a California Insurance License.

Outside of his professional work, Alex has interests in biking, fitness, hiking, photography, running, and snowboarding.

Client services

Based on Uptick Partners, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Retirement income strategy General retirement planning

Occupation focus

Based on Uptick Partners, LLC

Founder/Business Owner Executive

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Fee options

Fixed

$1,000 to $50,000 for financial planning and consulting services; $1,000 to $50,000 for investment and business exit consulting

Percentage

Blended tier schedule up to 1.50%

Project-based

$300 to $500 per hour for financial planning and consulting services

Subscriptions

0.12% per year for Altruist One subscription program (optional)

Location

See office

Portsmouth, NH

Portsmouth NH

Advisors at this office

1

Most active in

New Hampshire

Work history

19 years of industry experience

Uptick Partners, LLC

2026 - Present • 1 year

Nacogdoches, TX

Fidelity Investments

2025 - 2026 • 1 year

Boston, MA

Fidelity Personal and Workplace Advisors

2014 - 2025 • 11 years

Boston, MA

Fidelity

2010 - 2018 • 8 years

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Peyton O

Series 65

Portsmouth, NH

Steele Street Capital LLC

Peyton Oakes Bryden is a Series 65 credentialed advisor at Steele Street Capital LLC with one year of industry experience. Prior to joining Steele Street Capital, he worked at Prescott Hamilton International for three years and was employed by the University of New Hampshire for four years. Outside of his advisory work, he owns IBW Group, LLC, which designs and manufactures camera systems. Steele Street Capital serves individuals, families, affiliated trusts, and business clients through various service lines including comprehensive wealth management, limited-scope advisory, financial and investment planning, and retirement-plan consulting. The firm offers both discretionary and non-discretionary asset management, utilizing custodian platforms such as LPL Financial and Betterment Advisor Solutions, and is notable for sponsoring wrap-fee programs and integrating business transition and cash-management consulting.

Wealth management Business exit / sale strategy
user avatar

Justin M

Series 65

Porstmouth, NH

KWM Financial LLC

Justin Moyer is a financial advisor at KWM Financial LLC with seven years of industry experience. He holds a Series 65 designation and has been with KWM Financial, formerly Kearsarge Wealth Management, since 2017. Outside of his advisory role, he works as a pilot for Southwest Airlines, dedicating approximately 15% of his time during trading hours to this activity. KWM Financial LLC is a state-registered investment adviser serving individuals, high-net-worth families, and institutional clients, including employer-sponsored pension and profit-sharing plans. The firm employs a proprietary core-satellite investment approach based on fundamental research and offers both discretionary and non-discretionary portfolio management as well as financial planning and retirement plan consulting services.

Active portfolio management Options & derivatives strategies Concentrated stock management Retired
user avatar

John M

CFP®, Series 63

Portsmouth, NH

Gulfstream Financial Group LLC

John Mccune Jr. is a CFP® professional with 28 years of industry experience, currently serving as the sole advisor at Gulfstream Financial Group LLC since 2005. Prior to and concurrently with his role at Gulfstream, he has been affiliated with LPL Financial. Outside of financial advising, he is involved in commercial lobster fishing on weekends and occasionally works as an engineer/deckhand for tugboats. He also serves as a board member for Piscataqua Savings Bank. Gulfstream Financial Group provides financial planning and investment advice to individuals, trusts, estates, and business entities, focusing on tailored written plans and consultations. The firm employs a long-term, asset-allocation approach without discretionary trading authority, charging hourly and fixed fees rather than percentage-based fees.

General retirement planning Annuities
user avatar

Russell R

CFP®, Series 63

New Castle, NH

ATI Wealth Partners, LLC

Russell Robertson is a CERTIFIED FINANCIAL PLANNER™ with 15 years of industry experience. He is the sole advisor at ATI Wealth Partners, LLC, an independent firm based in New Castle, NH, and has worked with J. Murphy Asset Management, LLC since 2022. ATI Wealth Partners provides discretionary asset management and financial planning services to individuals, small businesses, and trusts, estates, and charitable organizations. The firm employs a long-term strategic asset allocation approach using low-cost, broadly diversified ETFs, structured notes, and, for some clients, option-writing strategies.

Options & derivatives strategies Cash flow / budgeting
user avatar

Eric G

Series 63, Series 65

Portsmouth, NH

Four Tree Island Advisory LLC

Eric Gregg is the principal and sole advisor at Four Tree Island Advisory LLC in Portsmouth, NH. He holds Series 63 and Series 65 licenses and has 15 years of industry experience, all with Four Tree Island Advisory since its founding in 2011. Outside of advisory work, Mr. Gregg serves on the advisory board and is a minority owner of Microwave Techniques LLC, and he is a board member of Portsmouth Regional Hospital as well as a member of the governance committee for the Foundation of Seacoast Health. Four Tree Island Advisory LLC provides discretionary investment management to individual and institutional clients through separately managed accounts. The firm employs a limited set of named strategies focusing primarily on liquid equities and fixed income, and uses derivative strategies alongside traditional investments to manage client portfolios.

Active portfolio management
user avatar

Barry O

CFP®, Series 63, Series 65

Eliot, ME

O'Brien Asset Management

Barry Obrien is a CFP® professional with 19 years of experience in the financial advisory industry. He is the principal advisor at O'Brien Asset Management LLC, an independent firm he has led since 2007. O'Brien Asset Management provides comprehensive financial planning and investment management services to individuals and families, including high-net-worth clients. The firm’s investment approach focuses on long-term, diversified portfolios primarily using no-load mutual funds and ETFs, emphasizing non-discretionary asset management and customized investment policy statements.

Life insurance needs analysis Long-term care insurance Disability insurance General retirement planning General estate planning guidance
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