Nicholas Ibello, financial advisor Columbia MD

Nicholas Ibello

CRD Number: 5820593
Current Firm: Commonwealth Financial Network
Compensation Model: Both

Selecting a skilled financial advisor—a relationship that will potentially last a lifetime—is an important decision.


You will work closely with your financial advisor throughout life’s greatest moments as well as most difficult times to reach goals that you likely have set in motion decades before they come to fruition. We understand this is a significant decision for you and your family.

 

With multiple CERTIFIED FINANCIAL PLANNER ™ practitioners on staff, and our partnership with the award-winning broker/dealer, Commonwealth Financial Network®, you have a team of distinguished, credentialed, and experienced professionals to help develop your comprehensive financial plan. With this team approach, we will guide you through our financial planning process to create a financial plan that accurately reflects your current financial status and paints a clear picture to illustrate your path to financial independence and goal achievement.

 

This communication is strictly intended for individuals residing in the state of MD. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org, www.SIPC.org, a Registered Investment Adviser. www.commonwealth.com/termsofuse.html

 

Williams Asset Management
8850 Columbia 100 Parkway, Suite 204           
Columbia, MD 21045
Phone: 410.740.0220

www.WilliamsAssetMangement.com              

CONTACT
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Professional Designations
Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Feb 2015 - Current 6
Planning Solutions Group, LLC Fulton, MD Jul 2014 - Current 6
Triad Advisors, Inc. Norcross, GA Jun 2014 - Current 6
T. Rowe Price Owings Mills, MD Jun 2011 - Current 9
St. Mary's College Of Maryland St. Mary's City, MD Aug 2007 - Current 13
Ibello Upholstery Baltimore, MD Jun 2007 - Current 13
Calvert Hall High School Baltimore, MD Aug 2004 - Current 16
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Feb 2013
S63 Uniform Securities State Law Examination May 2013
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Nicholas A. Ibello
Phone Number:
Registered State(s):
  • MD
  • AZ
  • AR
  • DC
  • CO
  • MA
  • FL
  • MI
  • NC
  • PA
  • VA
  • SC
By the Numbers
  • Total Assets Under Management
    111,440
    MILLIONS
  • Total Number of Accounts
    436,517
    ACCOUNTS
  • Average Account Value
    $255,295
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Firm Disclaimer:

Securities and Advisory Services offered through

Commonwealth Financial Network, member FINRA/SIPC,

a Registered Investment Adviser. Fixed insurance products

and services offered by Williams Asset Management.

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Data verified by both the advisor and the public regulatory data.

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