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Amanda Serafino

Nicholas Wealth Management

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About Amanda Serafino

Amanda Serafino is a financial advisor at Nicholas Wealth Management. Amanda is registered in Georgia. Amanda is a registered representative. Amanda has experience in the financial industry and is knowledgeable in investment companies, high-net-worth individuals, and individuals other than high-net-worth.

Firm Information

Amanda Serafino is currently registered with Nicholas Wealth Management. Nicholas Wealth Management is a financial advisory firm located in Marietta, GA. Founded in 2009, the firm provides comprehensive financial planning and investment management services to individuals, families, and institutions. They offer portfolio management, retirement planning, and educational seminars. Nicholas Wealth Management manages over $203 million in assets and serves over 1,473 clients. They are a registered investment advisor with the SEC and are also a member of the Financial Industry Regulatory Authority (FINRA).
Nicholas Wealth Management

218 ROSWELL ST NE

MARIETTA, GA 30060

$203.06M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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radio/podcasts

Radio/podcasts

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Educational seminar fees charged per seminar. selection of tpmm

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Amanda Serafino’s Registration & Firm History

GA

01/08/2025 - Present

Nicholas Wealth Management (MARIETTA GA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Amanda Serafino.
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