Nicolas Mauro (CRD# 6856260) is an Investment Advisor Representative working at Benigro, LLC in Bolton, MA and has over 3 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 1388001
Tcg Wealth Management
CRD# 6401139
Eagle Strategies LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic | Bolton, MA | Sep 2023 - Current | < 1 |
| Benigro, LLC | Bolton, MA | Apr 2021 - Current | 3 |
| Vaynerx | New York, NY | Jun 2021 - Jul 2023 | 2 |
| Neuberger Berman | New York, NY | Feb 2020 - Apr 2021 | 1 |
| Nicolas Mauro Consulting | Bolton, MA | Sep 2015 - Dec 2019 | 4 |
| Marcus And Milichap | Saddlebrook, NJ | Aug 2019 - Oct 2019 | < 1 |
| Benigro Marketing | Westborough, MA | Feb 2019 - May 2019 | < 1 |
| Trintiy College | Hartford, CT | Sep 2015 - May 2019 | 3 |
| Medialink | New York, NY | May 2018 - Aug 2018 | < 1 |
| Northwestern Mutual | West Hartford, CT | Nov 2017 - Mar 2018 | < 1 |
| Legacy Financial Advisors | Waltham, MA | Jun 2017 - Sep 2017 | < 1 |
| Summer Break | Bolton, MA | Jun 2015 - Aug 2015 | < 1 |
| Lawrence Academy | Groton, MA | Sep 2010 - May 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2020 |
- MA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
MA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.