Nicholas Wan

Basic Info

• Location: Manhattan, New York (currently living with mother due to addiction recovery)
• Role/Occupation: Private Client Financial Advisor at Citizens Wealth Management (currently on short-term disability)
• Education: Graduated summa cum laude from Binghamton University
• Met: Old friend (known each other for years)
• Relationship Status: Going through divorce; struggling with addiction

Professional Background

• Current Role: Private Client Financial Advisor at Citizens Wealth Management, New York
• Previous Experience:
  • Financial advisor at Merrill Lynch (Ithaca, New York)
  • Over 7 years in wealth management and financial advisory
• Side Ventures:
  • Runs his own firm (rebranding/renaming, relaunch planned for April 15, 2026)
  • Luxury goods resale business (YSL, Dior, Louis Vuitton, Bentley, Balenciaga)
  • Currently sitting on $500,000 worth of unsold inventory
• Skills: Exceptional sales ability ("I can sell ice to an Eskimo"), financial expertise, multilingual (speaks Chinese/Shanghainese)

Personal Background

• Family:
  • Mother (Italian heritage, knows Shanghainese)
  • Stepfather (construction work)
  • Currently living with mother who monitors him closely due to addiction issues
• Struggles:
  • Addiction to crack cocaine and prostitutes
  • Mental health issues requiring treatment
  • Currently on short-term disability from work
  • Going to rehab for 30 days starting November 2025
• Personal Interests:
  • Catholic faith (though critical of modern Catholic Church)
  • K-pop music
  • Luxury goods and fashion
  • Interfaith dialogue and peace initiatives
• Technology: Recently switched to Motorola Razr flip phone (Android ecosystem), has investment reasons related to Motorola being a client

Key Projects & Interests

House of Abraham (Interfaith Event)

• Concept: Interfaith peace event bringing together Hindus, Christians, and Muslims
• Venue: Renting One Oak for full day on Sunday (June or August 2025)
• Cost: Approximately $40,000
• Rules:
  • Halal (no alcohol)
  • All women must veil themselves
  • No flirting, no dancing
  • Party until 4am with curated playlist "Hail Mary" (includes Tekashi69)
• Purpose: Interfaith collaboration and peace building
• Sponsorship: His firm is sponsoring through a non-profit structure
• Expected Attendance: 40-50 people (mostly Muslims)

Firm Rebranding and Relaunch

• Timeline: Launch date April 15, 2026
• Needs:
  • Website development (wants Gary to build it)
  • Treasury rails integration
  • Estimated cost: $15,000 for initial development
• Team: Has CEO, CFO, compliance officer; Nicholas is president of the board
• Business Model: Hedge fund structure

Interaction History

2025-11-25: Catch-up Call - Applied AI Feedback, Firm Launch Planning, and Personal Struggles

• Context: First conversation in about a year; Nicholas had been in rehab

• Key Topics:

  • Gary's recent trip to Rome and Catholic experience
  • Nicholas's feedback on Gary's Applied AI/Hyper Agent Labs website
  • Nicholas's interfaith event planning (House of Abraham)
  • Nicholas's addiction struggles and upcoming rehab
  • Firm rebranding and website development needs
  • Spiritual discussions about Catholicism and faith
  • Gary's recommendation of Encounter Church in Texas for deliverance ministry

• Feedback on Applied AI Website:

  • Extremely positive: "This is the best you've ever done, Gary. Everything is perfect."
  • "This is 1,000% ready. This is incredible."
  • Critique: Make Hyper Agent Labs the primary call-to-action (blue highlight) rather than the book
  • Suggestion: Add 5th question about firm capitalization/cash flow ($15,000 or $2,500 monthly retainer)
  • Keep quiz short (4 questions max): "Thank the Lord it doesn't need to reload"
  • Suggested changing "Explore Consulting" to "Schedule 30-minute diagnostic" or "30-minute AI demo"

• Business Discussion:

  • Nicholas offered to make sales calls for Gary's Hyper Agent Labs
  • Discussed Gary's capacity (4-5 clients per year)
  • Nicholas planning to hire Gary for $15,000 to build firm website (March 2025)
  • Potential future retainer: $25,000 annually after first year

• Personal Struggles Shared:

  • Spending $40,000 in 24 hours trying to date a jeweler
  • Prostitute costs $1,000/day (not primarily for sex, but companionship)
  • Mother monitoring all his accounts and movements
  • Not allowed to leave house or hold cash
  • Going to rehab for 30 days starting soon

• Spiritual Discussion:

  • Nicholas's perspective: "All religions can save you some of the time, but Jesus will save you every time"
  • Critical of modern Catholic mass: "There is no functional mass in the Catholic Church"
  • Believes in interfaith peace but doesn't want people to "be a hell Satan guy"
  • Gary recommended Encounter Church in Texas (healing and deliverance ministry)
  • Nicholas interested in attending with his mother

Strategic Value & Collaboration Areas

• Sales Support: Exceptional sales ability, offered to make sales calls for Hyper Agent Labs
• Financial Services Network: Access to high-net-worth clients and financial industry connections
• Website Development Opportunity: $15,000 project for firm website (March 2025)
• Potential Retainer Client: Future $25,000 annual retainer for Hyper Agent Labs services
• Interfaith Connections: Network of Muslims, Hindus, and Christians through House of Abraham event
• Luxury Goods Market: Knowledge of high-end fashion and resale market

Connections & Network

• Mutual Connections: Marcus (also reconnected with around same time as Gary)
• Professional Network:
  • Financial services industry (wealth management clients)
  • Luxury goods industry (YSL, Dior, Louis Vuitton, etc.)
  • Saudi connections (mentioned but doesn't want to work with them)
  • Motorola (client relationship)
• Interfaith Network: Building connections through House of Abraham event

Notes & Observations

• Personality:

  • Very intelligent and articulate
  • Self-aware about his struggles
  • Extremely supportive of Gary's work
  • Honest about his addictions and challenges
  • Has exceptional sales and business acumen

• Communication Style:

  • Direct and honest
  • Uses humor to cope with difficult topics
  • Very encouraging and affirming of others
  • Open about personal struggles

• Values:

  • Faith is important (Catholic, but critical of institution)
  • Values interfaith peace and collaboration
  • Wants to help others (offered sales support)
  • Struggles with money as "root of all evil"

• Reliability:

  • Currently in crisis mode, reliability uncertain
  • Has good intentions but struggling with addiction
  • Business opportunities may be contingent on recovery

• Concerns:

  • Active addiction to crack cocaine and prostitutes
  • Mental health issues requiring treatment
  • Financial instability despite ability to make money
  • Relationship with prostitute (considering marriage, going to China)
  • Mother's extreme monitoring suggests serious concerns

Potential Collaboration Areas

• Website Development: Build firm website for $15,000 (March 2025)
• Hyper Agent Labs Services: Potential $15,000-$25,000 annual retainer for AI consulting
• Sales Support: Nicholas could make sales calls for Hyper Agent Labs (with kickback)
• Interfaith Event: Potential collaboration on House of Abraham event
• Spiritual Support: Connection to deliverance ministry at Encounter Church

Key Quotes & Insights

On Religion and Faith

• "All religions can save you some of the time, but Jesus will save you every time"
• "I just don't want you to be a hell Satan guy"
• "There is no functional mass in the Catholic Church"

On Gary's Work

• "This is the best you've ever done, Gary. Everything is perfect."
• "This is 1,000% ready. This is incredible."
• "You literally are just a walking Google. Like any company can just hire you and then you just Google them."

On His Struggles

• "I'm addicted to drugs and prostitutes, Gary."
• "Money is the root of all evil."
• "The best thing that I did today was that I went to work with my stepdad. We just did house construction. It was the most satisfying work I did all year, Gary."

On Business

• "I can sell ice to an Eskimo."
• "It's so much easier for me to just make money with my own firm, but it's important for me to have that normal 9 to 5 so I can feel like a normal person."

Background & Philosophy

• Spiritual Perspective:

  • Catholic by preference but critical of modern Church corruption
  • Believes in interfaith peace and collaboration
  • Values Jesus-centered faith over denominational boundaries
  • Interested in deliverance and healing ministry

• Business Philosophy:

  • Prefers legitimate 9-to-5 work to avoid being "Jeffrey Epstein"
  • Doesn't want to work for Chinese government or Saudi family
  • Wants to stay "under the radar"
  • Struggles with the corrupting influence of easy money

• Personal Philosophy:

  • Recognizes that simple work (construction) brings more satisfaction than high-stakes deals
  • Values normalcy and stability
  • Struggles with addiction but seeking help

Future Plans

• Immediate:

  • 30-day rehab program starting November 2025
  • Text support from Gary during rehab
  • Visit Encounter Church in Texas with mother

• Short-term (March 2025):

  • Have $15,000 ready for Gary to build firm website
  • One-hour powwow with Gary late March for April launch

• Medium-term (April 2026):

  • Firm relaunch on April 15, 2026
  • House of Abraham interfaith event (June or August 2025)

• Long-term:

  • Beat addiction with God's help
  • Build legitimate financial services business
  • Maintain normal 9-to-5 while growing firm

Recent Developments

• Current Status: On short-term disability from Citizens Wealth Management
• Living Situation: Living with mother who monitors all accounts and movements
• Addiction Treatment: Entering 30-day rehab program
• Business: Planning firm rebrand and relaunch for April 2026
• Personal: Going through divorce, considering relationship with prostitute
• Spiritual: Interested in deliverance ministry at Encounter Church

Transcripts

Transcript ID	Date	Summary
2025-11-25-gary-nicholas-wan-catchup	2025-11-25	Reconnection call covering Applied AI feedback, addiction struggles, and firm launch planning