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Nicholas R Sposito

Invesco Advisers, Inc.

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About Nicholas R Sposito

Nicholas Sposito is an investment advisor representative with Invesco Advisers, Inc. Nicholas has been in the industry since 2021. Nicholas is registered to provide investment advice in Georgia and Texas. Nicholas also holds the Series 63, 65, 7TO, and SIE securities licenses. Nicholas has worked for Morgan Stanley in the past. Nicholas is a registered representative with FINRA and is a member of the Investment Adviser Association.

Firm Information

Nicholas Sposito is currently registered with Invesco Advisers, Inc.. Invesco Advisers, Inc. is an investment advisor based in Atlanta, GA, with over $10 billion to $50 billion in assets under management. They provide portfolio management services to a diverse range of clients, including individuals, businesses, pooled investment vehicles, and institutional clients. Invesco Advisers, Inc. also offers wrap fee programs.
Invesco Advisers, Inc.

1331 SPRING STREET NW

ATLANTA, GA 30309

$746.33B

Assets Under Management

Not reported

Total Clients

203

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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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ia to canadian registered mutual funds; portfolio management for private funds

Ia to canadian registered mutual funds; portfolio management for private funds

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Nicholas Sposito’s Registration & Firm History

GA

01/30/2023 - Present

Invesco Advisers, Inc. (ATLANTA GA)

GA

11/12/2021 - 01/19/2023

MORGAN STANLEY (Alpharetta GA)

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Licenses & Designations

IA

Issued 01/10/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/10/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/12/2021

Series 7TO - General Securities Representative Examination

BC

Issued 09/18/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nicholas R Sposito.
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