Nicholas Pagano (CRD# 5738467) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Novi, MI and has over 14 years of experience in the finance industry.
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
CRD# 4216990
Strategic Blueprint, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Asset Allocation Strategies, LLC | Farmington Hills, MI | Aug 2020 - Current | 3 |
| Glp & Associates, Inc. | Farmington, MI | Aug 2020 - Current | 3 |
| Business Development Specialists | Novi, MI | Oct 2001 - Current | 22 |
| Janik Inc. | Novi, MI | Mar 1991 - Current | 33 |
| Viridian Equity Partners | Birmingham, MI | Jun 2020 - Aug 2021 | 1 |
| Gainplan LLC | Bloomfield Hills, MI | May 2015 - Jul 2020 | 5 |
| Ghd Wealth Management, LLC | St.clair Shores, MI | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2010 |
- MI
- OH
-
Total Assets Under Management627MILLIONS
-
Total Number of Accounts3,756ACCOUNTS
-
Average Account Value$166,864
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, CA, CO, FL, GA, ID, IL, IN, LA, MA, MI, MT, NC, NE, OH, OK, SC, TX, VA, WA, WI
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