linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Nicholas Joseph Cardello

Barrett & Co.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Nicholas? Claim Your Profile

About Nicholas Joseph Cardello

Nicholas Joseph Cardello is a registered investment advisor representative with Barrett & Co., a firm based in Providence, Rhode Island. Nicholas Cardello's specialties include financial planning, portfolio management for individuals, and pension consulting.

Firm Information

Nicholas Cardello is currently registered with Barrett & Co.. Barrett & Co. is a Corporation registered with the SEC since 1992. Headquartered in PROVIDENCE, RI, they provide financial planning, pension consulting and portfolio management services to individuals, high-net-worth individuals, corporations and other businesses, pension and profit sharing plans. They have a total of 14 regulatory events and 3 arbitration disclosures.
Barrett & Co.

42 WEYBOSSET STREET

PROVIDENCE, RI 02903-2855

$370.06M

Assets Under Management

Not reported

Total Clients

9

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Nicholas Cardello’s Registration & Firm History

RI

11/17/2022 - Present

Barrett & Co. (PROVIDENCE RI)

Not sure if Nicholas Joseph Cardello is right for you?

Licenses & Designations

BOTH

Issued 11/11/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/25/2022

Series 7TO - General Securities Representative Examination

BC

Issued 06/12/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Nicholas Joseph Cardello. Review regulatory record here.
Not sure if Nicholas Joseph Cardello is right for you?