Nicholas Colaizzi (CRD# 6969981) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 5 years of experience in the finance industry. Nicholas Colaizzi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Waldron Private Wealth | Bridgeville, PA | Dec 2022 - Current | 1 |
| Waldron Private Wealth | Bridgeville, PA | Jan 2022 - Dec 2022 | < 1 |
| Waldron Private Wealth | Bridgeville, PA | Jan 2020 - Jan 2022 | 2 |
| Waldron Private Wealth | Bridgeville, PA | Jan 2017 - Jan 2020 | 3 |
| Robert Morris University | Moon, PA | Aug 2015 - May 2019 | 3 |
| Waldron Private Wealth | Bridgeville, PA | Apr 2016 - Dec 2016 | < 1 |
| Buster's Ice Cream | Pittsburgh, PA | Aug 2014 - Sep 2016 | 2 |
| Chili's | Pittsburgh, PA | Jan 2016 - Apr 2016 | < 1 |
| North Hills High School | Pittsburgh, PA | Aug 2011 - Aug 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2018 |
- MI
- PA
-
Total Assets Under Management4,066MILLIONS
-
Total Number of Accounts3,017ACCOUNTS
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Average Account Value$1,347,685
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
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- Portfolio management for individuals and/or small businesses
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CA, DC, FL, IL, MA, MD, MI, NC, NH, NY, OH, PA, RI, TX, VA, WV
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