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Nickolas S
Series 66
Clifton, IL
Irontree Advisors LLC
Nickolas Simoneau is a financial advisor at Irontree Advisors LLC with 14 years of industry experience. He holds a Series 66 designation and has led Irontree Advisors since 2013. In addition to his advisory role, he operates a tax preparation business and holds Illinois property/casualty and life/health insurance licenses, which he uses to offer complementary insurance services. Irontree Advisors serves individual clients, high-net-worth individuals, and trusts by providing discretionary portfolio management and comprehensive wealth planning. The firm employs a diversified investment approach incorporating fundamental, technical, quantitative analysis, and modern portfolio theory, using various tools such as mutual funds, ETFs, and alternative investments, tailored to client goals and risk tolerance.
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