Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Mellone is a financial advisor with Captrust. Nicholas has been in the financial services industry since 2011. Nicholas specializes in working with high-net-worth individuals, families, and businesses. Nicholas holds Series 7, 63, 86, and 87 licenses and is a Certified Financial Planner. Nicholas has worked at a variety of firms over the years including John Hancock Funds, LLC, SIDOTI & COMPANY, LLC, and Sanford C. Bernstein & Co., LLC.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
VA
03/20/2023 - Present
Captrust (Ashburn VA)
MA
09/12/2013 - 08/09/2017
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
NY
03/05/2012 - 01/14/2013
SIDOTI & COMPANY, LLC (NEW YORK NY)
NY
10/19/2011 - 03/06/2012
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
BC
Issued 11/21/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2012
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 04/05/2012
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/18/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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