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Nicholas Greggory Caramanica

Arlington Wealth Planning, LLC

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About Nicholas Greggory Caramanica

Nicholas Caramanica is a financial advisor in Arlington, VA. Nicholas has been in the industry for over 10 years. Nicholas works for Arlington Wealth Planning, LLC which is a registered investment advisor in Virginia, Maryland, North Carolina, and the District of Columbia. Nicholas provides financial planning and portfolio management services to individuals.

Firm Information

Nicholas Caramanica is currently registered with Arlington Wealth Planning, LLC. Arlington Wealth Planning, LLC is a Registered Investment Advisor (RIA) that provides financial planning and portfolio management services to individuals and families. The firm has approximately $8.94 million in regulatory assets under management. They specialize in working with individuals and families and have a strong focus on providing personalized financial advice. They are located in Arlington, Virginia and can be reached by phone or email.

$8.94M

Assets Under Management

4

Total Clients

1

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Nicholas Caramanica’s Registration & Firm History

VA

01/11/2021 - Present

Arlington Wealth Planning, LLC (ARLINGTON VA)

VA

04/24/2013 - 10/23/2017

INTEGRATED FINANCIAL PLANNING SERVICES (ARLINGTON VA)

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Licenses & Designations

BC

Issued 05/09/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/23/2017

SIE - Securities Industry Essentials Examination

BC

Issued 04/23/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas Greggory Caramanica.
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