Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Castellano is a financial advisor with Singer Wealth Advisors LLC. Nicholas has over 14 years of experience in the financial services industry. Nicholas is registered with the state of Florida and has been associated with Singer Wealth Advisors since January 2025. Nicholas has a Series 7, Series 63, and Series 65 licenses and holds a SIE designation. In addition to his role as a financial advisor, Nicholas is also an insurance agent. Nicholas is dedicated to providing personalized financial planning and investment management services to individuals, families, and businesses.
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.
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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FL
01/31/2025 - Present
Singer Wealth Advisors LLC (BOCA RATON FL)
FL
05/14/2018 - 01/10/2019
MORGAN STANLEY (FT. LAUDERDALE FL)
CA
03/06/2017 - 08/21/2017
SCOTTRADE, INC. (MURRIETA CA)
CA
03/17/2016 - 09/24/2016
GIRARD SECURITIES, INC. (SAN DIEGO CA)
CA
05/13/2008 - 09/25/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CORONA CA)
FL
07/15/2002 - 11/18/2003
FRANKLIN NATIONAL FINANCIAL GROUP, LLC (BOCA RATON FL)
MN
06/01/1998 - 08/09/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/29/1998 - 08/09/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
01/12/1998 - 02/26/1998
GKN SECURITIES CORP. (NEW YORK NY)
NY
07/24/1997 - 10/22/1997
COLEMAN & COMPANY SECURITIES, INC. (NEW YORK NY)
GA
10/24/1996 - 07/09/1997
ARGENT SECURITIES, INC. (ATLANTA GA)
BC
Issued 05/24/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/03/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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