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Boris Niko, Financial Advisor serving the Feasterville, PA area - Ameriprise Advisors

Boris Niko

MBA

Financial Advisor

Managing Director of
Atlant Capital
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 15 reviews
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EMAIL
PHONE
BUSINESS MOBILE
786.465.6304
Schedule a meeting
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Investment Management
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Saving for Education

Education

  • MBA, Investment Management, Drexel University, Philadelphia, PA
  • BS, Economics, Moscow Academy
  • BS, Enviromental Engineering, Moscow Technology University

Awards & recognition

  • Five Star Wealth Manager, 2015, 2016, 2018, 2019, 2020, 2021,2022, 2023, 2024, 2025

Previous experience

  • Wells Fargo Advisors, Financial Advisor, Senior Vice President - Investments, 2013-2022
  • Merrill Lynch, Financial Advisor, Vice-President Investments, 2004-2013
  • Legg Mason, Financial Advisor, 2002-2004

Community participation

I am involved with the local Russian-speaking community in Boca-Raton and Miami areas.
I regularly attend and participate in several organizations such as social and professional associations.

Interests

Living in Florida Boca-Raton Area, I have made sure to incorporate interests that will allow me to see and experience my surroundings.
I enjoy hiking, playing volleyball and cycling to maintain both active and healthy lifestyle.

My photos

1 albums
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Boris Niko may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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