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Nicholas Lorenzo Diterlizzi

Missionsquare Retirement

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About Nicholas Lorenzo Diterlizzi

Nicholas Lorenzo Diterlizzi is a financial advisor based in Richmond, VA. Nicholas is registered with Missionsquare Retirement, where he has been employed since March 2008. Nicholas holds various licenses and certifications, including Series 6, 7, 24, 63, and 65. Nicholas has over 18 years of experience in the financial services industry and has a proven track record of success in helping clients achieve their financial goals. Nicholas's prior experience was at Woodbury Financial Services, Inc. in Oakdale, MN. Nicholas is a Registered Representative and Investment Advisor Representative. Nicholas has been registered with the state of Virginia as an Investment Advisor Representative since March 25, 2008. Nicholas specializes in working with high-net-worth individuals, corporations and other businesses, and individuals other than high-net-worth.

Firm Information

Nicholas Diterlizzi is currently registered with Missionsquare Retirement. Missionsquare Retirement is an investment advisor headquartered in Washington, DC. The firm manages assets for individuals, high-net-worth individuals, and insurance companies. Missionsquare Retirement has approximately 234 registered representatives and 224 investment advisory professionals.
Missionsquare Retirement

777 NORTH CAPITOL STREET NE, SUITE 600

WASHINGTON, DC 20002-4240

$6.11B

Assets Under Management

694

Total Clients

182

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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Nicholas Diterlizzi’s Registration & Firm History

VA

03/25/2008 - Present

Missionsquare Retirement (Richmond VA)

MN

09/13/2004 - 10/24/2005

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

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Licenses & Designations

IA

Issued 03/18/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/20/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/18/2019

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/24/2018

Series 7 - General Securities Representative Examination

BC

Issued 09/11/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nicholas Lorenzo Diterlizzi.
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