Nicholas DalessandroCRD 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.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Academy Wealth Advisers, LLC
|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|
|Purshe Kaplan Sterling Investments||Albany, NY||Oct 2014 - Mar 2015||< 1|
|Voya Financial Advisors||Jersey City, NJ||Sep 2014 - Oct 2014||< 1|
|Fordham University||Bronx, NY||Aug 2013 - Sep 2014||1|
|Alix Partners||Ny, NY||Jan 2013 - Aug 2013||< 1|
|Fordham University||Bronx, NY||Aug 2012 - May 2013||< 1|
|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|
|Glenmaura National||Moosic, PA||Jun 2010 - Aug 2010||< 1|
|Nepa Cardiology Associates||Wilkes Barre, PA||Jun 2010 - Aug 2010||< 1|
|Scranton Preparatory School||Scranton, PA||Aug 2006 - Jun 2010||3|
|Hampton Inn||Moosic, PA||Jun 2008 - Aug 2008||< 1|
|Unemployed||Scranton, PA||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2014|
Total Assets Under Management384MILLIONS
Total Number of Accounts1,957ACCOUNTS
Average Account Value$196,229
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
CA, CT, DE, FL, GA, MD, NC, NH, NJ, NY, OH, PA, SC, TX, VA
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