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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Gallucci is a financial advisor affiliated with Morgan Stanley, with over 3 years of experience in the industry. Nicholas is registered to provide investment advice in 48 states. He offers a wide range of services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals, businesses, and investment companies. Nicholas has a strong background in financial services, having worked at Morgan Stanley since June 2018. Prior to that, he held positions at the University of South Carolina and Amity High School. Nicholas has successfully completed the Series 66, Series 7TO, and SIE exams. Nicholas has a strong track record of providing his clients with personalized financial advice and guidance.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CT
11/02/2021 - Present
Morgan Stanley (Stamford CT)
BOTH
Issued 08/20/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/15/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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