Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Stancato is a financial advisor with Rockbridge Investment Management, LLC. Nicholas has been in the industry since 2018 and is registered with the state of New York. Nicholas is also a Certified Financial Planner. Nicholas has experience working with a variety of clients, including individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Nicholas provides a range of advisory services, including financial planning and portfolio management.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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NY
03/22/2021 - Present
Rockbridge Investment Management, LLC (SYRACUSE NY)
Active
Inactive
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