Nicholas Ibello, financial advisor Columbia MD
106 score

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
Advisory Practice Details
Services Offered:
  • Tax planning
  • Business
  • Life
  • Long-term care
  • Charitable planning
  • Estate planning
  • Budgeting
  • Debt management
  • Social security and retirement income
  • Alternative investments (e.g., hedge funds, private equity)
  • Indexing / passive investing
  • Investment management
  • Security selection (advice only, not execution)
  • Socially responsible investing
  • Buying a home
  • Career change
  • College preparation
  • Divorce
  • Getting married
  • Having a child
  • Job loss
  • Retirement planning
  • Sudden wealth
  • Concentrated / highly appreciated positions
  • Stock options / restricted stock
Customer Specialties:
  • Approaching retirement
  • Career changers
  • Mid-career professionals
  • Retirees
  • Widow(er)s
  • Young professionals
Investment Strategy:

At Williams Asset Management, we assist clients in matching their goals and planning needs, such as risk tolerance, time horizon, tax situation, and investment objectives, to our tactically-managed portfolios. Our relationship with Commonwealth Financial Network’s broad and experienced Research Team provides Williams Asset Management with expertise in domestic and foreign equities and fixed-income investments, as well as alternative investments.

 

In addition to this highly-qualified team, we have access to institutional research and resources to create a consistent, well-thought-out methodology that is not only rigorous in nature but also receptive to client needs. The result is a series of investment allocation models that seek to provide dependable, long-term, risk-adjusted returns for investors across the risk/return investment spectrum.

Pricing Model:

Comprehensive Financial Planning

  • Initial plan - One-time, up-front flat fee
  • Ongoing planning - Annual retainer, payable every January

Investment Management

  • Annual percentage fee based on the value of your investment accounts under our stewardship.
Planning Process:

The true value of your financial plan is determined by the experience and skill of the professionals who help create it. 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 a 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.

Professional Designations and Affiliations
Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Feb 2015 - Current 2
Planning Solutions Group, LLC Fulton, MD Jul 2014 - Current 2
Triad Advisors, Inc. Norcross, GA Jun 2014 - Current 2
T. Rowe Price Owings Mills, MD Jun 2011 - Current 5
St. Mary's College Of Maryland St. Mary's City, MD Aug 2007 - Current 9
Ibello Upholstery Baltimore, MD Jun 2007 - Current 9
Calvert Hall High School Baltimore, MD Aug 2004 - Current 12
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: (410) 740-0220
Registered State(s):
  • MD
  • AZ
  • AR
  • DC
  • CO
  • MA
  • FL
  • MI
  • NC
  • PA
  • VA
  • SC
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
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

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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BADGES
106
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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