Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Leigh Baldwin & CO., LLC

location

CLARKS SUMMIT, PA

experience

32 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Nicholas Colarossi is a financial advisor with Leigh Baldwin & Co., LLC. Nicholas has been in the financial services industry since July 1993. Nicholas holds the Series 63, 65, 7 and 31 licenses. Nicholas is registered to provide investment advisory services in Pennsylvania and investment advisory and broker-dealer services in 17 other states. Nicholas is a member of the Board of Directors of Flight Systems Inc.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Bruno Desimone is a financial professional with a diverse background. Nicholas has been in the industry since January 24, 2022, and is currently registered as a Registered Representative with Vanguard Advisers, Inc., a firm specializing in financial planning, portfolio management, and selection of other advisors. Nicholas holds the Series 66, Series 63 and Series 7TO licenses as well as the Securities Industry Essentials (SIE) designation. Nicholas is registered to provide investment advice in 53 states and is dedicated to serving a wide range of clients, including high-net-worth individuals, corporations, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Diascro is a financial advisor registered with Vanguard Advisers, Inc. Nicholas has been a registered representative for over 15 years. Nicholas is licensed in multiple states, including Pennsylvania and Texas. Nicholas has a strong understanding of the financial markets and is committed to providing clients with personalized advice and guidance. Nicholas specializes in working with individuals, families, and businesses to help them achieve their financial goals. Nicholas has a wide range of experience in investment management, financial planning, and retirement planning.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

6 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Nicholas Diprinzio is an investment advisor representative at Vanguard Advisers, Inc. Nicholas is registered with the state of Pennsylvania for both securities and investment advisory services, and is also registered with the state of Texas for investment advisory services. Nicholas holds the Series 7, Series 66, and SIE licenses. Nicholas is a licensed investment professional with experience in the financial services industry. Nicholas has a strong understanding of the investment markets and a commitment to providing clients with personalized financial advice.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Kestra Private Wealth Services, LLC | CFP ® (Certifications)

location

Sewickley, PA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Riotto is a financial advisor with Kestra Private Wealth Services, LLC. Nicholas has been in the financial services industry since March 2022 and holds the Series 66, 7TO, and SIE licenses. Nicholas is registered as a financial advisor in 34 states and is also a Certified Financial Planner. Nicholas has experience working with various clients including individuals, high-net-worth individuals, corporations, and charitable organizations. Nicholas's firm, Kestra Private Wealth Services, LLC, provides financial planning, portfolio management, and other financial services to their clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Equitable Advisors, LLC

location

BALA CYNWYD, PA

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Palazzo is a financial advisor with Equitable Advisors, LLC. Nicholas has been in the industry since 1987 and is licensed in several states including Pennsylvania and New York. Nicholas offers a wide range of financial services, including financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

Pittsburgh, PA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Ng is a financial advisor at J.p. Morgan Securities LLC. Nicholas is registered with FINRA and has been in the securities industry since 2022. Nicholas has a Series 7TO, Series 66, and SIE. Nicholas is licensed in 53 states and the District of Columbia. Nicholas specializes in portfolio management for individuals and businesses. Nicholas is also a board member of the Carnegie Foundry.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Fidelity Personal AND Workplace Advisors

location

BENSALEM, PA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Annicchiarico is a registered representative with Fidelity Personal And Workplace Advisors in Bensalem, PA. Nicholas has been in the industry since August 2020 and holds the Series 7, SIE and Series 66 securities licenses. Nicholas's previous experience includes Equity Services, Inc., a brokerage firm in Marlton, NJ. At Fidelity Personal And Workplace Advisors, Nicholas works with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Nicholas also provides financial planning, educational seminars, and portfolio management services.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Citizens Securities, Inc. | CFP ®,CFC ® (Certifications)

location

Chester Springs, PA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Campanale is a financial professional with Citizens Securities, Inc.. Nicholas has been in the financial industry since 2015. Nicholas is registered with the following states: Connecticut, Delaware, Florida, Massachusetts, Michigan, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, Rhode Island and Vermont. Nicholas has earned the Certified Financial Planner and Chartered Financial Consultant designations.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
PARTICIPATE IN WRAP FEE PROGRAM
Unclaimed

Equitable Advisors, LLC

location

BALA CYNWYD, PA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Delucas is a financial advisor registered with Equitable Advisors, LLC. Nicholas has been in the industry since December 2020 and has current registrations in 9 states. Nicholas is also a registered principal in Pennsylvania. Nicholas has a Series 24 and a Series 66 license. Nicholas specializes in financial planning and portfolio management for businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals

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