Nicholas Scalzo, financial advisor Claremont CA

Nicholas Scalzo

CRD Number: 2486415
Current Firm: Claremont Financial Group,inc.

Nicholas Scalzo (CRD# 2486415) is an Investment Advisor Representative working at Claremont Financial Group,inc. in Claremont, CA and has over 26 years of experience in the finance industry.

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Householder Group Estate & Retirement Specialists
Professional Designations
Company Name Location Dates Years
Pacific Financial Group, LLC Bellevue, WA Dec 2016 - Current 4
Capital Investment Group, Inc. Raleigh, NC Dec 2011 - Current 9
Claremont Financial Group, Inc. Claremont, CA Oct 2005 - Current 15
The Elements Financial Group, LLC Irvine, CA Dec 2006 - Dec 2016 10
Pacific Financial Associates, Inc. Costa Mesa, CA Sep 2005 - Dec 2011 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1994
S65 NASAA Investment Advisors Law Examination Dec 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Nicholas B. Scalzo
Phone Number: 909-624-9200
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    94
    MILLIONS
  • Total Number of Accounts
    512
    ACCOUNTS
  • Average Account Value
    $183,826
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, TX

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