Nicholas Gagliardo (CRD# 5644029) is an Investment Advisor Representative working at Advice And Planning Services in Amherst, NY and has over 15 years of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1604730
Lytle Investments
CRD# 6254146
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tiaa | Amherst, NY | Dec 2014 - Current | 9 |
| Tiaa-cref Individual & Institutional Services, LLC | Amherst, NY | Dec 2014 - Current | 9 |
| Ameritas Life Insurance Corp Of Ny | New York, NY | Aug 2012 - Dec 2014 | 2 |
| Ameritas Investment Corp | Lincoln, NE | Aug 2012 - Dec 2014 | 2 |
| Moldenhauer & Associates | Orchard Park, NY | Jul 2012 - Dec 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2012 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2009 |
- NY
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Total Assets Under Management32,677MILLIONS
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Total Number of Accounts73,602ACCOUNTS
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Average Account Value$443,967
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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