Nicholas S. Pyles

Advisor at Fidelity — Eagle Mountain, UT

Updated today

Credentials

Series 66

Experience

5 years

Location

Eagle Mountain, UT

Fidelity logo

Fidelity

Institution

Total advisors

17,021

Across 1,875 offices

Clients per advisor

140 Very High

Avg AUM per client

$234,793 Very Low

HNW client ratio

31% High

About

Nicholas Pyles is a Financial Consultant at Fidelity Investments, where he has been supporting clients since 2025. He has a history of roles within Fidelity Investments, including Planning Consultant, Benefits Planning Consultant, and various Workplace Planning Consultant positions since 2020. Nicholas focuses on implementing and monitoring tailored financial plans and investment strategies for individuals and families.

Throughout his career at Fidelity Investments, Nicholas has developed expertise in financial planning and benefits consulting. He holds insurance licenses in Arkansas and California, which enable him to provide a range of financial services. His approach involves listening to clients' experiences and goals to simplify the complex world of investing.

Outside of his professional work, Nicholas enjoys activities such as beach outings, family activities, golf, hiking, tennis, and traveling.

Client services

Based on Fidelity

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

Wealth management

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Location

See office

Eagle Mountain, UT

Eagle Mountain UT

Advisors at this office

3

Most active in

Texas · Utah

Work history

5 years of industry experience

Fidelity Investments

2025 - Present • 1 year

Boston, MA

Fidelity Investments

2020 - Present • 6 years

Salt Lake City, UT

Hilton Hotels

2006 - 2020 • 14 years

Atlanta, GA

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

Riley H

CFP®, Series 65

Lehi, UT

Tech Wealth, LLC

Riley Hale is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He is the sole advisor at Tech Wealth, LLC, where he has worked since 2019. Prior to founding Tech Wealth, he held roles at Amicus Financial Advisors, Zions Wealth Management, and Canopy Tax. Outside of advising, he has experience in tax assistance services and has worked with BYU Soccer Camp and Utah Valley University. Tech Wealth, LLC primarily serves individuals and families, including employees of technology companies, high-net-worth individuals, and small businesses. The firm provides financial planning and wealth management with a focus on equity compensation, tax and retirement planning, and estate support, employing a Modern Portfolio Theory approach using low-cost, globally diversified index ETFs and mutual funds.

Equity Recipients (RS/RSU, SOP, ESPP) Tax strategies for small businesses General retirement planning Tax-loss harvesting College savings (529s, UTMA, etc.) Technology Professional Founder/Business Owner
user avatar

Samuel B

Series 66

Vineyard, UT

Galleon Wealth Advisors LLC

Samuel Brasher is a financial advisor with Galleon Wealth Advisors LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Galleon Wealth Advisors in 2025, he worked with several firms including Equitable Advisors, LLC and Helu Capital, and has experience in both financial and non-financial roles. Outside of advising, he is a partner in The Vector Account LLC, a private real estate development company. Galleon Wealth Advisors is an independent firm offering fee-only investment management, comprehensive financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer-sponsored participant-directed retirement plans. The firm’s investment approach combines modern portfolio theory with passive and active strategies, including pension consulting and ERISA fiduciary services.

Business exit / sale strategy Business ownership considerations Retirement withdrawal strategies Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

Joshua C

Series 63, Series 66

Bluffdale, UT

Affinity Wealth Resources, LLC

Joshua Crawley is a financial advisor at Affinity Wealth Resources, LLC in Salt Lake City, UT, with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Terragon LLC and Lithium Auto Elixirs, where he is involved in marketing, product development, and sales. He is also the owner of Affinity Capital Resources, a collection and recovery services business. Affinity Wealth Resources advises individual investors, corporations, trusts, and estates, providing non-discretionary portfolio advisory services and customized investment plans. The firm uses a modern portfolio theory approach focused on fundamental analysis and offers clients guidance on asset allocation, rebalancing, and tax-aware management without discretionary trading authority.

Passive / index investing Concentrated stock management Real estate investing
user avatar

Calvin H

Series 63, Series 65

Alpine, UT

Hunter Capital Management Inc.

Calvin Hunter is the sole advisor at Hunter Capital Management Inc. in Alpine, Utah, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has worked at Hunter Capital Management since its founding in 1999. Hunter Capital Management provides investment supervisory services to individuals, families, trusts, estates, foundations, and certain small business retirement plans and entities. The firm employs a value-oriented, buy-and-hold investment philosophy using fundamental and technical analysis, focusing on low-cost, no-load funds and tailored client portfolios managed primarily on a discretionary basis.

Active portfolio management Passive / index investing
user avatar

Tylan F

Series 63, Series 66

Lehi, UT

Fletcher Capital Management

Tylan Fletcher is the principal and sole advisor at Fletcher Capital Management in Lehi, Utah, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with his current firm since 2010. In addition to his advisory role, Fletcher is an independent insurance agent licensed to sell health, life, disability, and property and casualty insurance, and he is also a licensed real estate agent. Fletcher Capital Management is an independent firm managing approximately $50.9 million for about 197 clients. The firm provides asset management, pension consulting, and financial planning services to individuals, trusts, small businesses, and retirement plans, employing a diversified, buy-and-hold investment approach that incorporates mutual funds, ETFs, and occasionally digital assets.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Cash flow / budgeting Charitable giving tax strategies Founder/Business Owner
user avatar

Karina C

Series 65

Highland, UT

Emotionally Invested

Karina Corbett is a financial advisor at Emotionally Invested with one year of industry experience and holds a Series 65 designation. Her background includes roles in education and nonprofit settings, such as at Noorda College of Osteopathic Medicine and the Museum of Peoples and Cultures. Emotionally Invested provides financial planning and advisory services primarily to individuals and couples, focusing on financial psychology and improving money communication in relationships. The firm offers one-on-one counseling, group sessions, and workshops, with clients responsible for executing trades.

Cash flow / budgeting College savings (529s, UTMA, etc.) Debt management Home buying
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