Nicholas Marinelli (CRD# 7812576) is an Investment Advisor Representative working at Mml Investors Services, LLC in Colchester, VT and has 1 year of experience in the finance industry.
CRD# 4736078
Poulos Advisors, Inc.
CRD# 4216957
Kestra Advisory Services, LLC
CRD# 1978980
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Barr Hill Gin | Montpelier, VT | May 2024 - Current | < 1 |
| Mml Investors Services, LLC | Boston, MA | Sep 2023 - Current | < 1 |
| Massmutual Life Insurance Company | Boston, MA | Sep 2023 - Current | < 1 |
| State Of Vermont | Waterbury, VT | Apr 2021 - Sep 2023 | 2 |
| City Of Montpelier | Montpelier, VT | Oct 2020 - Apr 2021 | < 1 |
| City Of Burlington | Burlington, VT | Mar 2019 - Oct 2020 | 1 |
| Wilkins Harley-davidson | Barre, VT | Feb 2018 - Mar 2019 | 1 |
| True North | Waitsfield, VT | Nov 2017 - Feb 2018 | < 1 |
| National Park Service - Rocky Mountain National Park | Estes Park, CO | May 2017 - Feb 2018 | < 1 |
| Vermont Air National Guard | South Burlington, VT | Aug 2014 - Jan 2018 | 3 |
| University Of Vermont | Burlington, VT | Aug 2014 - May 2017 | 2 |
| United States Air Force | Washington, DC | Mar 2010 - Aug 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2024 |
- VT
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Total Assets Under Management72,828MILLIONS
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Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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