Nicholas Gallucci, financial advisor Cohoes NY

Nicholas Gallucci

CRD Number: 6500231
Current Firm: The Ayco Company, LP

Nicholas Gallucci (CRD# 6500231) is an Investment Advisor Representative working at The Ayco Company, LP in Cohoes, NY and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Ayco, Goldman Sachs Cohoes, NY Jul 2017 - Current 7
University Of Connecticut Storrs, NY Aug 2013 - May 2017 3
Mass Mutual Springfield, MA May 2016 - Aug 2016 < 1
Sgroi Wealth Management Albany, NY Jun 2015 - Aug 2015 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2022
Contact Info for Nicholas Gallucci
Phone Number: 518-886-4000
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    25,870
    MILLIONS
  • Total Number of Accounts
    46,004
    ACCOUNTS
  • Average Account Value
    $562,344
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY

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