Nicholas Delouisa, financial advisor Bridgewater NJ

Nicholas Delouisa

CRD Number: 6835992
Current Firm: Fidelity Personal And Workplace Advisors

Nicholas Delouisa (CRD# 6835992) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Bridgewater, NJ and has over 2 years of experience in the finance industry.

Similar Advisors
Michael Kay, financial advisor Bridgewater NJ
Michael F. Kay
CRD# 1420183
Financial Life Focus, LLC
Similar Advisors
Mostafa Aamer, financial advisor Bridgewater NJ
Mostafa Aamer
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
John Abadiotakis, financial advisor Bridgewater NJ
John Abadiotakis
CRD# 2981501
Wells Fargo Clearing Services, LLC
Company Name Location Dates Years
Fidelity Brokerage Services LLC Bridgewater, NJ Jul 2018 - Current 2
Unemployed Lebanon, NJ Mar 2018 - Jul 2018 < 1
Equity Services, Inc. Montpelier, VT Feb 2018 - Mar 2018 < 1
Integrated Financial Concepts Llc / National Life Group Staten Island, NY Jun 2017 - Mar 2018 < 1
Unemployed Summerville, NJ Jun 2015 - Jun 2017 2
Rutgers University New Brunswick, NJ Jun 2010 - May 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2018
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Nicholas Delouisa
Phone Number: 617-563-7000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    453,297
    MILLIONS
  • Total Number of Accounts
    1,038,219
    ACCOUNTS
  • Average Account Value
    $436,610
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.