Nicholas Dalessandro, financial advisor Berwyn PA
90 score

Nicholas Dalessandro

CRD Number: 6355371
Current Firm: Jacobi Capital Management, LLC

Nicholas Dalessandro (CRD# 6355371) is an Investment Advisor Representative working at Jacobi Capital Management, LLC in Berwyn, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Berwyn, PA Jun 2015 - Current 3
Jacobi Capital Management, LLC Berwyn, PA Jun 2015 - Current 3
Mcadam LLC Jersey City, PA Oct 2014 - Apr 2015 < 1
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Cefalo And Associates Pittston, PA May 2012 - Aug 2012 < 1
Fordham University Bronx, NY Aug 2011 - May 2012 < 1
Jacobi Capital Management Wilkes Barre, PA May 2011 - Aug 2011 < 1
Fordham University Bronx, NY Aug 2010 - May 2011 < 1
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Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Nicholas D. Dalessandro
Phone Number: 570-826-1801
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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